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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 | $33,109 | $183,627-82.0% | $155,602-78.7% | $145,978-77.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 8.51% | 61.32%-52.8pp | 64.81%-56.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,380 | $5,316-74.0% | $4,675-70.5% | $4,662-70.4% |
| Participant deferral / active EE | $5,130 | $6,466-20.7% | $5,629-8.9% | $6,690-23.3% |
| Admin fee / account holder | $2,976 | $19,327-84.6% | $15,923-81.3% | $13,400-77.8% |