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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 | $93,331 | $88,778+5.1% | $81,844+14.0% | $145,884-36.0% |
| Participation rate | 72.7% | 75.1%-2.3pp | 72.4%+0.3pp | 80.3%-7.6pp |
| Annual return | 8.43% | 1033.03%-1024.6pp | 778.87%-770.4pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,062 | $3,087-33.2% | $2,916-29.3% | $4,662-55.8% |
| Participant deferral / active EE | $4,527 | $4,648-2.6% | $4,323+4.7% | $6,690-32.3% |
| Admin fee / account holder | $487 | $8,430-94.2% | $7,355-93.4% | $13,392-96.4% |