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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 | $43,108 | $172,111-75.0% | $150,298-71.3% | $137,256-68.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 5.56% | 69.37%-63.8pp | 62.79%-57.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,272 | $4,636-51.0% | $4,154-45.3% | $4,156-45.3% |
| Participant deferral / active EE | $3,841 | $6,166-37.7% | $5,453-29.6% | $6,407-40.0% |
| Admin fee / account holder | $5,636 | $16,471-65.8% | $14,116-60.1% | $12,270-54.1% |