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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 | $53,060 | $172,111-69.2% | $150,298-64.7% | $137,256-61.3% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 10.10% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,853 | $4,636-60.0% | $4,154-55.4% | $4,156-55.4% |
| Participant deferral / active EE | $2,815 | $6,166-54.3% | $5,453-48.4% | $6,407-56.1% |
| Admin fee / account holder | $1,443 | $16,471-91.2% | $14,116-89.8% | $12,270-88.2% |