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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 | $97,378 | $156,398-37.7% | $147,318-33.9% | $138,895-29.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 10.34% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,594 | $4,853-67.2% | $4,593-65.3% | $4,194-62.0% |
| Participant deferral / active EE | $6,622 | $8,237-19.6% | $7,906-16.2% | $6,396+3.5% |
| Admin fee / account holder | $7,355 | $14,976-50.9% | $13,708-46.3% | $12,562-41.5% |