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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 | $33,222 | $183,627-81.9% | $155,602-78.6% | $145,978-77.2% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 8.21% | 61.32%-53.1pp | 64.81%-56.6pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,248 | $5,316-57.7% | $4,675-51.9% | $4,662-51.8% |
| Participant deferral / active EE | $4,077 | $6,466-36.9% | $5,629-27.6% | $6,690-39.1% |
| Admin fee / account holder | $464 | $19,327-97.6% | $15,923-97.1% | $13,400-96.5% |