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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 | $107,731 | $154,228-30.1% | $145,433-25.9% | $137,256-21.5% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 11.59% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,744 | $4,804-63.7% | $4,554-61.7% | $4,156-58.0% |
| Participant deferral / active EE | $7,260 | $8,216-11.6% | $7,897-8.1% | $6,407+13.3% |
| Admin fee / account holder | $747 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |