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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 | $38,350 | $154,228-75.1% | $145,433-73.6% | $137,256-72.1% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 10.93% | 74.59%-63.7pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,631 | $4,804-66.1% | $4,554-64.2% | $4,156-60.8% |
| Participant deferral / active EE | $4,826 | $8,216-41.3% | $7,897-38.9% | $6,407-24.7% |
| Admin fee / account holder | $1,767 | $14,344-87.7% | $13,129-86.5% | $12,270-85.6% |