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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 | $42,904 | $183,592-76.6% | $155,574-72.4% | $145,877-70.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.45% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,546 | $5,317-52.1% | $4,676-45.5% | $4,663-45.4% |
| Participant deferral / active EE | $3,425 | $6,466-47.0% | $5,629-39.2% | $6,691-48.8% |
| Admin fee / account holder | $2,082 | $19,316-89.2% | $15,914-86.9% | $13,402-84.5% |