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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 | $65,125 | $183,516-64.5% | $155,534-58.1% | $145,884-55.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 7.17% | 61.43%-54.3pp | 64.92%-57.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $3,284 | $5,315-38.2% | $4,675-29.8% | $4,662-29.6% |
| Participant deferral / active EE | $3,886 | $6,467-39.9% | $5,630-31.0% | $6,690-41.9% |
| Admin fee / account holder | $2,062 | $19,293-89.3% | $15,900-87.0% | $13,392-84.6% |