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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 | $96,784 | $176,120-45.0% | $159,487-39.3% | $167,553-42.2% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.59% | 331.95%-323.4pp | 263.71%-255.1pp | 478.89%-470.3pp |
| Employer contribution / active EE | $1,689 | $5,299-68.1% | $4,831-65.0% | $4,840-65.1% |
| Participant deferral / active EE | $5,542 | $7,752-28.5% | $7,354-24.6% | $6,343-12.6% |
| Admin fee / account holder | $640 | $12,561-94.9% | $10,804-94.1% | $12,316-94.8% |