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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 | $56,388 | $185,312-69.6% | $161,489-65.1% | $154,746-63.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 9.04% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $3,568 | $4,769-25.2% | $4,268-16.4% | $4,379-18.5% |
| Participant deferral / active EE | $7,693 | $6,350+21.2% | $5,630+36.6% | $6,730+14.3% |
| Admin fee / account holder | $17,343 | $18,654-7.0% | $16,006+8.4% | $14,365+20.7% |