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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 | $15,892 | $154,228-89.7% | $145,433-89.1% | $137,256-88.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.01% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,365 | $4,804-71.6% | $4,554-70.0% | $4,156-67.1% |
| Participant deferral / active EE | $6,634 | $8,216-19.3% | $7,897-16.0% | $6,407+3.5% |
| Admin fee / account holder | $1,446 | $14,344-89.9% | $13,129-89.0% | $12,270-88.2% |