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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 | $116,880 | $172,111-32.1% | $150,298-22.2% | $137,256-14.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 8.51% | 69.37%-60.9pp | 62.79%-54.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,290 | $4,636-29.0% | $4,154-20.8% | $4,156-20.8% |
| Participant deferral / active EE | $3,551 | $6,166-42.4% | $5,453-34.9% | $6,407-44.6% |
| Admin fee / account holder | $905 | $16,471-94.5% | $14,116-93.6% | $12,270-92.6% |