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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 | $27,261 | $172,111-84.2% | $150,298-81.9% | $137,256-80.1% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 9.42% | 69.37%-60.0pp | 62.79%-53.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,298 | $4,636-72.0% | $4,154-68.7% | $4,156-68.8% |
| Participant deferral / active EE | $1,662 | $6,166-73.0% | $5,453-69.5% | $6,407-74.1% |
| Admin fee / account holder | $1,584 | $16,471-90.4% | $14,116-88.8% | $12,270-87.1% |