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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 | $36,224 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 9.49% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,095 | $4,804-77.2% | $4,554-76.0% | $4,156-73.7% |
| Participant deferral / active EE | $2,775 | $8,216-66.2% | $7,897-64.9% | $6,407-56.7% |
| Admin fee / account holder | $531 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |