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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 | $59,421 | $111,535-46.7% | $105,223-43.5% | $137,256-56.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 8.24% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,073 | $3,939-72.8% | $3,689-70.9% | $4,156-74.2% |
| Participant deferral / active EE | $1,526 | $5,500-72.3% | $5,072-69.9% | $6,407-76.2% |
| Admin fee / account holder | $335 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |