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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 | $39,528 | $156,398-74.7% | $147,318-73.2% | $138,895-71.5% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 8.96% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,887 | $4,853-61.1% | $4,593-58.9% | $4,194-55.0% |
| Participant deferral / active EE | $7,122 | $8,237-13.5% | $7,906-9.9% | $6,396+11.3% |
| Admin fee / account holder | $2,314 | $14,976-84.6% | $13,708-83.1% | $12,562-81.6% |