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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 | $58,062 | $156,398-62.9% | $147,318-60.6% | $138,895-58.2% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.59% | 78.75%-67.2pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $3,099 | $4,853-36.1% | $4,593-32.5% | $4,194-26.1% |
| Participant deferral / active EE | $5,138 | $8,237-37.6% | $7,906-35.0% | $6,396-19.7% |
| Admin fee / account holder | $27,652 | $14,976+84.6% | $13,708+101.7% | $12,562+120.1% |