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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 | $19,822 | $162,136-87.8% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 8.82% | 91.02%-82.2pp | 80.50%-71.7pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,941 | $4,890-60.3% | $4,624-58.0% | $4,379-55.7% |
| Participant deferral / active EE | $4,344 | $8,341-47.9% | $8,004-45.7% | $6,730-35.5% |
| Admin fee / account holder | $3,569 | $15,759-77.4% | $14,398-75.2% | $14,365-75.2% |