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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 | $42,185 | $178,174-76.3% | $156,181-73.0% | $137,256-69.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 9.72% | 84.19%-74.5pp | 64.87%-55.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,886 | $4,972-62.1% | $4,294-56.1% | $4,156-54.6% |
| Participant deferral / active EE | $2,475 | $6,888-64.1% | $6,132-59.6% | $6,407-61.4% |
| Admin fee / account holder | $3,698 | $17,404-78.7% | $14,586-74.6% | $12,270-69.9% |