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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 | $77,421 | $154,228-49.8% | $145,433-46.8% | $137,256-43.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 11.32% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,571 | $4,804-46.5% | $4,554-43.5% | $4,156-38.1% |
| Participant deferral / active EE | $6,969 | $8,216-15.2% | $7,897-11.8% | $6,407+8.8% |
| Admin fee / account holder | $32,110 | $14,344+123.9% | $13,129+144.6% | $12,270+161.7% |