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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 | $114,598 | $106,974+7.1% | $90,796+26.2% | $138,895-17.5% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.5%+19.4pp | 79.9%+9.0pp |
| Annual return | 7.64% | 20.10%-12.5pp | 19.29%-11.7pp | 145.39%-137.8pp |
| Employer contribution / active EE | $534 | $2,609-79.5% | $2,294-76.7% | $4,194-87.3% |
| Participant deferral / active EE | $8,333 | $4,455+87.1% | $3,822+118.1% | $6,396+30.3% |
| Admin fee / account holder | $1,004 | $8,626-88.4% | $7,024-85.7% | $12,562-92.0% |