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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 | $41,743 | $154,228-72.9% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 11.32% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,799 | $4,804-62.5% | $4,554-60.5% | $4,156-56.7% |
| Participant deferral / active EE | $5,943 | $8,216-27.7% | $7,897-24.8% | $6,407-7.2% |
| Admin fee / account holder | $5,360 | $14,344-62.6% | $13,129-59.2% | $12,270-56.3% |