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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 | $54,933 | $156,398-64.9% | $147,318-62.7% | $138,895-60.4% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 7.01% | 78.75%-71.7pp | 70.43%-63.4pp | 145.39%-138.4pp |
| Employer contribution / active EE | $1,490 | $4,853-69.3% | $4,593-67.6% | $4,194-64.5% |
| Participant deferral / active EE | $2,984 | $8,237-63.8% | $7,906-62.3% | $6,396-53.3% |
| Admin fee / account holder | $1,052 | $14,976-93.0% | $13,708-92.3% | $12,562-91.6% |