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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 | $55,297 | $155,555-64.5% | $146,866-62.3% | $155,188-64.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 7.84% | 115.41%-107.6pp | 102.85%-95.0pp | 148.84%-141.0pp |
| Employer contribution / active EE | $1,798 | $4,647-61.3% | $4,425-59.4% | $4,248-57.7% |
| Participant deferral / active EE | $4,182 | $8,044-48.0% | $7,759-46.1% | $6,531-36.0% |
| Admin fee / account holder | $7,246 | $14,755-50.9% | $13,620-46.8% | $14,480-50.0% |