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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 | $83,823 | $174,379-51.9% | $152,093-44.9% | $138,895-39.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 10.07% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,924 | $4,652-58.6% | $4,175-53.9% | $4,194-54.1% |
| Participant deferral / active EE | $8,025 | $6,159+30.3% | $5,451+47.2% | $6,396+25.5% |
| Admin fee / account holder | $710 | $16,880-95.8% | $14,497-95.1% | $12,562-94.4% |