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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 | $51,090 | $217,432-76.5% | $185,849-72.5% | $167,536-69.5% |
| Participation rate | 82.6% | 86.1%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 7.16% | 148.42%-141.3pp | 122.10%-114.9pp | 478.82%-471.7pp |
| Employer contribution / active EE | $2,360 | $5,875-59.8% | $5,169-54.3% | $4,839-51.2% |
| Participant deferral / active EE | $3,286 | $6,357-48.3% | $5,569-41.0% | $6,342-48.2% |
| Admin fee / account holder | $1,087 | $19,818-94.5% | $16,244-93.3% | $12,315-91.2% |