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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 | $38,018 | $154,228-75.3% | $145,433-73.9% | $137,256-72.3% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 6.73% | 74.59%-67.9pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,534 | $4,804-47.3% | $4,554-44.4% | $4,156-39.0% |
| Participant deferral / active EE | $3,891 | $8,216-52.6% | $7,897-50.7% | $6,407-39.3% |
| Admin fee / account holder | $6,614 | $14,344-53.9% | $13,129-49.6% | $12,270-46.1% |