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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 | $40,648 | $174,379-76.7% | $152,093-73.3% | $138,895-70.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 7.43% | 74.86%-67.4pp | 66.36%-58.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $7,856 | $4,652+68.9% | $4,175+88.2% | $4,194+87.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,884 | $16,880-77.0% | $14,497-73.2% | $12,562-69.1% |