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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 | $35,444 | $162,812-78.2% | $133,971-73.5% | $158,966-77.7% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 4.22% | 41.94%-37.7pp | 45.09%-40.9pp | 302.95%-298.7pp |
| Employer contribution / active EE | $6,967 | $4,976+40.0% | $3,919+77.8% | $4,762+46.3% |
| Participant deferral / active EE | $5,179 | $5,910-12.4% | $5,047+2.6% | $5,983-13.4% |
| Admin fee / account holder | $351 | $11,741-97.0% | $8,929-96.1% | $11,250-96.9% |