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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 | $69,227 | $183,592-62.3% | $155,574-55.5% | $145,877-52.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 7.46% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,109 | $5,317-79.1% | $4,676-76.3% | $4,663-76.2% |
| Participant deferral / active EE | $4,160 | $6,466-35.7% | $5,629-26.1% | $6,691-37.8% |
| Admin fee / account holder | $2,129 | $19,316-89.0% | $15,914-86.6% | $13,402-84.1% |