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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 | $58,225 | $165,361-64.8% | $149,715-61.1% | $158,950-63.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 6.47% | 348.24%-341.8pp | 276.66%-270.2pp | 302.91%-296.4pp |
| Employer contribution / active EE | $1,105 | $5,103-78.3% | $4,645-76.2% | $4,762-76.8% |
| Participant deferral / active EE | $2,932 | $7,182-59.2% | $6,842-57.1% | $5,983-51.0% |
| Admin fee / account holder | $313 | $10,808-97.1% | $9,310-96.6% | $11,248-97.2% |