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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 | $18,370 | $154,228-88.1% | $145,433-87.4% | $137,256-86.6% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.1%-4.8pp | 80.0%-2.7pp |
| Annual return | 11.46% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,898 | $4,804-60.5% | $4,554-58.3% | $4,156-54.3% |
| Participant deferral / active EE | $3,204 | $8,216-61.0% | $7,897-59.4% | $6,407-50.0% |
| Admin fee / account holder | $6,378 | $14,344-55.5% | $13,129-51.4% | $12,270-48.0% |