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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 | $162,136-52.2% | $152,301-49.2% | $154,746-50.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 11.32% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,571 | $4,890-47.4% | $4,624-44.4% | $4,379-41.3% |
| Participant deferral / active EE | $6,969 | $8,341-16.4% | $8,004-12.9% | $6,730+3.6% |
| Admin fee / account holder | $32,110 | $15,759+103.8% | $14,398+123.0% | $14,365+123.5% |