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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 | $38,996 | $172,111-77.3% | $150,298-74.1% | $137,256-71.6% |
| Participation rate | 82.6% | 81.7%+0.9pp | 77.8%+4.8pp | 80.0%+2.6pp |
| Annual return | 11.08% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,020 | $4,636-78.0% | $4,154-75.4% | $4,156-75.5% |
| Participant deferral / active EE | $1,762 | $6,166-71.4% | $5,453-67.7% | $6,407-72.5% |
| Admin fee / account holder | $4,633 | $16,471-71.9% | $14,116-67.2% | $12,270-62.2% |