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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 | $69,748 | $156,398-55.4% | $147,318-52.7% | $138,895-49.8% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 6.97% | 78.75%-71.8pp | 70.43%-63.5pp | 145.39%-138.4pp |
| Employer contribution / active EE | $2,571 | $4,853-47.0% | $4,593-44.0% | $4,194-38.7% |
| Participant deferral / active EE | $6,157 | $8,237-25.3% | $7,906-22.1% | $6,396-3.7% |
| Admin fee / account holder | $2,258 | $14,976-84.9% | $13,708-83.5% | $12,562-82.0% |