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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 | $46,760 | $201,344-76.8% | $184,243-74.6% | $145,877-67.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 5.23% | 29.01%-23.8pp | 28.82%-23.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $7,419 | $7,022+5.6% | $6,427+15.4% | $4,663+59.1% |
| Participant deferral / active EE | $3,756 | $9,807-61.7% | $9,132-58.9% | $6,691-43.9% |
| Admin fee / account holder | $4,487 | $16,382-72.6% | $13,914-67.7% | $13,402-66.5% |