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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 | $40,331 | $154,228-73.8% | $145,433-72.3% | $137,256-70.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 9.58% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,032 | $4,804-78.5% | $4,554-77.3% | $4,156-75.2% |
| Participant deferral / active EE | $4,446 | $8,216-45.9% | $7,897-43.7% | $6,407-30.6% |
| Admin fee / account holder | $907 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |