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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 | $104,720 | $183,516-42.9% | $155,534-32.7% | $145,884-28.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.52% | 61.43%-55.9pp | 64.92%-59.4pp | 551.85%-546.3pp |
| Employer contribution / active EE | $2,104 | $5,315-60.4% | $4,675-55.0% | $4,662-54.9% |
| Participant deferral / active EE | $2,545 | $6,467-60.6% | $5,630-54.8% | $6,690-62.0% |
| Admin fee / account holder | $1,035 | $19,293-94.6% | $15,900-93.5% | $13,392-92.3% |