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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 | $52,040 | $182,442-71.5% | $163,379-68.1% | $138,895-62.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 8.89% | 72.74%-63.8pp | 63.41%-54.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,580 | $4,159-62.0% | $3,752-57.9% | $4,194-62.3% |
| Participant deferral / active EE | $1,975 | $6,817-71.0% | $6,282-68.6% | $6,396-69.1% |
| Admin fee / account holder | $1,066 | $10,396-89.7% | $9,818-89.1% | $12,562-91.5% |