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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 | $53,108 | $125,237-57.6% | $105,608-49.7% | $145,877-63.6% |
| Participation rate | 76.5% | 77.7%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 7.99% | 225.76%-217.8pp | 116.50%-108.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,539 | $3,720-31.8% | $3,167-19.8% | $4,663-45.5% |
| Participant deferral / active EE | $10,651 | $5,711+86.5% | $5,010+112.6% | $6,691+59.2% |
| Admin fee / account holder | $2,904 | $17,287-83.2% | $11,028-73.7% | $13,402-78.3% |