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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 | $43,056 | $154,228-72.1% | $145,433-70.4% | $137,256-68.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 11.67% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,061 | $4,804-36.3% | $4,554-32.8% | $4,156-26.3% |
| Participant deferral / active EE | $9,963 | $8,216+21.3% | $7,897+26.2% | $6,407+55.5% |
| Admin fee / account holder | $2,563 | $14,344-82.1% | $13,129-80.5% | $12,270-79.1% |