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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 | $41,745 | $174,379-76.1% | $152,093-72.6% | $138,895-69.9% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 10.64% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,142 | $4,652-75.5% | $4,175-72.6% | $4,194-72.8% |
| Participant deferral / active EE | $2,990 | $6,159-51.5% | $5,451-45.2% | $6,396-53.3% |
| Admin fee / account holder | $392 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |