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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 | $56,672 | $156,398-63.8% | $147,318-61.5% | $138,895-59.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 8.02% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,304 | $4,853-52.5% | $4,593-49.8% | $4,194-45.1% |
| Participant deferral / active EE | $5,038 | $8,237-38.8% | $7,906-36.3% | $6,396-21.2% |
| Admin fee / account holder | $8,218 | $14,976-45.1% | $13,708-40.0% | $12,562-34.6% |