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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 | $85,419 | $156,398-45.4% | $147,318-42.0% | $138,895-38.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.65% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,833 | $4,853-41.6% | $4,593-38.3% | $4,194-32.4% |
| Participant deferral / active EE | $5,205 | $8,237-36.8% | $7,906-34.2% | $6,396-18.6% |
| Admin fee / account holder | $2,689 | $14,976-82.0% | $13,708-80.4% | $12,562-78.6% |