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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 | $162,136-77.7% | $152,301-76.2% | $154,746-76.6% |
| Participation rate | 78.3% | 84.1%-5.8pp | 82.4%-4.2pp | 80.7%-2.4pp |
| Annual return | 9.49% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,095 | $4,890-77.6% | $4,624-76.3% | $4,379-75.0% |
| Participant deferral / active EE | $2,775 | $8,341-66.7% | $8,004-65.3% | $6,730-58.8% |
| Admin fee / account holder | $531 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |