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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 | $156,398-75.5% | $147,318-74.0% | $138,895-72.4% |
| Participation rate | 72.2% | 83.8%-11.5pp | 82.1%-9.8pp | 79.9%-7.7pp |
| Annual return | 10.93% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,631 | $4,853-66.4% | $4,593-64.5% | $4,194-61.1% |
| Participant deferral / active EE | $4,826 | $8,237-41.4% | $7,906-39.0% | $6,396-24.6% |
| Admin fee / account holder | $1,767 | $14,976-88.2% | $13,708-87.1% | $12,562-85.9% |