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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 | $67,830 | $156,398-56.6% | $147,318-54.0% | $138,895-51.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.17% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $3,461 | $4,853-28.7% | $4,593-24.7% | $4,194-17.5% |
| Participant deferral / active EE | $7,155 | $8,237-13.1% | $7,906-9.5% | $6,396+11.9% |
| Admin fee / account holder | $670 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |