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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 | $42,592 | $176,120-75.8% | $159,487-73.3% | $167,553-74.6% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.76% | 331.95%-322.2pp | 263.71%-253.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,128 | $5,299-59.9% | $4,831-56.0% | $4,840-56.0% |
| Participant deferral / active EE | $3,856 | $7,752-50.3% | $7,354-47.6% | $6,343-39.2% |
| Admin fee / account holder | $2,452 | $12,561-80.5% | $10,804-77.3% | $12,316-80.1% |