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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 | $79,858 | $154,228-48.2% | $145,433-45.1% | $137,256-41.8% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 8.64% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,145 | $4,804-34.5% | $4,554-30.9% | $4,156-24.3% |
| Participant deferral / active EE | $7,375 | $8,216-10.2% | $7,897-6.6% | $6,407+15.1% |
| Admin fee / account holder | $43,017 | $14,344+199.9% | $13,129+227.6% | $12,270+250.6% |