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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 | $96,865 | $185,856-47.9% | $170,028-43.0% | $139,456-30.5% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.7pp | 80.3%+2.0pp |
| Annual return | 6.24% | 60.52%-54.3pp | 53.39%-47.1pp | 373.45%-367.2pp |
| Employer contribution / active EE | $3,363 | $7,593-55.7% | $6,788-50.5% | $4,753-29.2% |
| Participant deferral / active EE | $7,136 | $11,623-38.6% | $10,409-31.4% | $6,711+6.3% |
| Admin fee / account holder | $10,695 | $15,387-30.5% | $12,820-16.6% | $11,407-6.2% |