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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 | $96,136 | $162,136-40.7% | $152,301-36.9% | $154,746-37.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 10.41% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,914 | $4,890-60.9% | $4,624-58.6% | $4,379-56.3% |
| Participant deferral / active EE | $4,728 | $8,341-43.3% | $8,004-40.9% | $6,730-29.8% |
| Admin fee / account holder | $2,502 | $15,759-84.1% | $14,398-82.6% | $14,365-82.6% |