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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 | $16,733 | $148,623-88.7% | $135,974-87.7% | $139,466-88.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 11.04% | 79.30%-68.3pp | 68.30%-57.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $1,672 | $5,246-68.1% | $4,859-65.6% | $4,754-64.8% |
| Participant deferral / active EE | $3,927 | $8,103-51.5% | $7,760-49.4% | $6,712-41.5% |
| Admin fee / account holder | $2,460 | $12,406-80.2% | $10,767-77.1% | $11,409-78.4% |