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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 | $54,597 | $162,136-66.3% | $152,301-64.2% | $154,746-64.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 5.84% | 91.02%-85.2pp | 80.50%-74.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $8,169 | $4,890+67.0% | $4,624+76.7% | $4,379+86.5% |
| Participant deferral / active EE | $5,223 | $8,341-37.4% | $8,004-34.7% | $6,730-22.4% |
| Admin fee / account holder | $3,239 | $15,759-79.4% | $14,398-77.5% | $14,365-77.5% |