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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 | $16,580 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 11.37% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,364 | $4,804-71.6% | $4,554-70.0% | $4,156-67.2% |
| Participant deferral / active EE | $4,689 | $8,216-42.9% | $7,897-40.6% | $6,407-26.8% |
| Admin fee / account holder | $2,540 | $14,344-82.3% | $13,129-80.7% | $12,270-79.3% |