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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 | $42,440 | $156,398-72.9% | $147,318-71.2% | $138,895-69.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.85% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,773 | $4,853-63.5% | $4,593-61.4% | $4,194-57.7% |
| Participant deferral / active EE | $8,230 | $8,237-0.1% | $7,906+4.1% | $6,396+28.7% |
| Admin fee / account holder | $747 | $14,976-95.0% | $13,708-94.5% | $12,562-94.1% |