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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 | $20,331 | $156,398-87.0% | $147,318-86.2% | $138,895-85.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 3.76% | 78.75%-75.0pp | 70.43%-66.7pp | 145.39%-141.6pp |
| Employer contribution / active EE | $1,720 | $4,853-64.6% | $4,593-62.5% | $4,194-59.0% |
| Participant deferral / active EE | $4,920 | $8,237-40.3% | $7,906-37.8% | $6,396-23.1% |
| Admin fee / account holder | $623 | $14,976-95.8% | $13,708-95.5% | $12,562-95.0% |