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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 | $33,319 | $213,785-84.4% | $185,441-82.0% | $155,188-78.5% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 4.04% | 19.97%-15.9pp | 20.16%-16.1pp | 148.84%-144.8pp |
| Employer contribution / active EE | $4,323 | $5,393-19.8% | $4,672-7.5% | $4,248+1.8% |
| Participant deferral / active EE | $5,569 | $6,864-18.9% | $6,152-9.5% | $6,531-14.7% |
| Admin fee / account holder | $1,383 | $21,134-93.5% | $17,890-92.3% | $14,480-90.5% |