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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 | $61,709 | $154,228-60.0% | $145,433-57.6% | $137,256-55.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 9.42% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,642 | $4,804-65.8% | $4,554-64.0% | $4,156-60.5% |
| Participant deferral / active EE | $2,489 | $8,216-69.7% | $7,897-68.5% | $6,407-61.1% |
| Admin fee / account holder | $353 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |