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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 | $29,804 | $162,136-81.6% | $152,301-80.4% | $154,746-80.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 10.29% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,502 | $4,890-48.8% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $6,237 | $8,341-25.2% | $8,004-22.1% | $6,730-7.3% |
| Admin fee / account holder | $696 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |