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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 | $44,555 | $155,555-71.4% | $146,866-69.7% | $155,188-71.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 9.45% | 115.41%-106.0pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $1,915 | $4,647-58.8% | $4,425-56.7% | $4,248-54.9% |
| Participant deferral / active EE | $2,746 | $8,044-65.9% | $7,759-64.6% | $6,531-58.0% |
| Admin fee / account holder | $519 | $14,755-96.5% | $13,620-96.2% | $14,480-96.4% |