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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,547 | $61,816+30.3% | $97,260-17.2% | $80,935-0.5% |
| Participation rate | 84.9% | 63.5%+21.5pp | 72.7%+12.3pp | 67.7%+17.3pp |
| Annual return | 10.45% | -558.73%+569.2pp | 75.54%-65.1pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,769 | $1,836-3.7% | $2,721-35.0% | $2,757-35.8% |
| Participant deferral / active EE | $2,802 | $3,027-7.4% | $4,262-34.3% | $4,299-34.8% |
| Admin fee / account holder | $5,792 | $5,166+12.1% | $5,640+2.7% | $6,924-16.3% |