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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 | $74,768 | $172,111-56.6% | $150,298-50.3% | $137,256-45.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 10.85% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,024 | $4,636-56.3% | $4,154-51.3% | $4,156-51.3% |
| Participant deferral / active EE | $4,984 | $6,166-19.2% | $5,453-8.6% | $6,407-22.2% |
| Admin fee / account holder | $980 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |