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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 | $82,966 | $154,228-46.2% | $145,433-43.0% | $137,256-39.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 10.91% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,783 | $4,804-62.9% | $4,554-60.9% | $4,156-57.1% |
| Participant deferral / active EE | $4,906 | $8,216-40.3% | $7,897-37.9% | $6,407-23.4% |
| Admin fee / account holder | $3,748 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |