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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 | $69,419 | $175,259-60.4% | $149,723-53.6% | $139,487-50.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.43% | 166.82%-156.4pp | 134.50%-124.1pp | 373.84%-363.4pp |
| Employer contribution / active EE | $3,160 | $5,478-42.3% | $4,821-34.5% | $4,755-33.5% |
| Participant deferral / active EE | $5,180 | $6,522-20.6% | $5,682-8.9% | $6,713-22.8% |
| Admin fee / account holder | $891 | $16,158-94.5% | $13,215-93.3% | $11,407-92.2% |