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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 | $33,933 | $183,516-81.5% | $155,534-78.2% | $145,884-76.7% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 8.62% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $5,742 | $5,315+8.0% | $4,675+22.8% | $4,662+23.2% |
| Participant deferral / active EE | $3,955 | $6,467-38.8% | $5,630-29.8% | $6,690-40.9% |
| Admin fee / account holder | $541 | $19,293-97.2% | $15,900-96.6% | $13,392-96.0% |