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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 | $98,193 | $154,228-36.3% | $145,433-32.5% | $137,256-28.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,012 | $4,804-58.1% | $4,554-55.8% | $4,156-51.6% |
| Participant deferral / active EE | $5,740 | $8,216-30.1% | $7,897-27.3% | $6,407-10.4% |
| Admin fee / account holder | $2,719 | $14,344-81.0% | $13,129-79.3% | $12,270-77.8% |