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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 | $97,959 | $154,228-36.5% | $145,433-32.6% | $137,256-28.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 5.00% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,696 | $4,804-43.9% | $4,554-40.8% | $4,156-35.1% |
| Participant deferral / active EE | $8,480 | $8,216+3.2% | $7,897+7.4% | $6,407+32.4% |
| Admin fee / account holder | $40,663 | $14,344+183.5% | $13,129+209.7% | $12,270+231.4% |