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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 | $36,064 | $114,119-68.4% | $107,187-66.4% | $138,895-74.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 10.56% | 273.21%-262.6pp | 204.55%-194.0pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,930 | $4,059-52.4% | $3,782-49.0% | $4,194-54.0% |
| Participant deferral / active EE | $4,485 | $5,538-19.0% | $5,096-12.0% | $6,396-29.9% |
| Admin fee / account holder | $337 | $10,024-96.6% | $9,162-96.3% | $12,562-97.3% |