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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 | $114,880 | $201,372-43.0% | $184,260-37.7% | $145,884-21.3% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 9.58% | 29.04%-19.5pp | 28.84%-19.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,896 | $7,024-58.8% | $6,427-55.0% | $4,662-37.9% |
| Participant deferral / active EE | $9,137 | $9,808-6.8% | $9,1330% | $6,690+36.6% |
| Admin fee / account holder | $1,091 | $16,362-93.3% | $13,898-92.2% | $13,392-91.9% |