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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 | $154,228-51.1% | $145,433-48.1% | $137,256-45.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 8.42% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,528 | $4,804-68.2% | $4,554-66.5% | $4,156-63.2% |
| Participant deferral / active EE | $6,524 | $8,216-20.6% | $7,897-17.4% | $6,407+1.8% |
| Admin fee / account holder | $27,354 | $14,344+90.7% | $13,129+108.3% | $12,270+122.9% |