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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 | $39,121 | $209,336-81.3% | $197,124-80.2% | $137,256-71.5% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 10.66% | 48.09%-37.4pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,919 | $6,591-70.9% | $6,227-69.2% | $4,156-53.8% |
| Participant deferral / active EE | $9,685 | $9,614+0.7% | $9,135+6.0% | $6,407+51.2% |
| Admin fee / account holder | $833 | $17,308-95.2% | $16,298-94.9% | $12,270-93.2% |