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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 | $156,398-37.2% | $147,318-33.3% | $138,895-29.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.81% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,012 | $4,853-58.5% | $4,593-56.2% | $4,194-52.0% |
| Participant deferral / active EE | $5,740 | $8,237-30.3% | $7,906-27.4% | $6,396-10.3% |
| Admin fee / account holder | $2,719 | $14,976-81.8% | $13,708-80.2% | $12,562-78.4% |