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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 | $75,491 | $162,136-53.4% | $152,301-50.4% | $154,746-51.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 8.42% | 91.02%-82.6pp | 80.50%-72.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,528 | $4,890-68.8% | $4,624-67.0% | $4,379-65.1% |
| Participant deferral / active EE | $6,524 | $8,341-21.8% | $8,004-18.5% | $6,730-3.1% |
| Admin fee / account holder | $27,354 | $15,759+73.6% | $14,398+90.0% | $14,365+90.4% |