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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 | $60,297 | $162,136-62.8% | $152,301-60.4% | $154,746-61.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 11.16% | 91.02%-79.9pp | 80.50%-69.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,484 | $4,890-69.7% | $4,624-67.9% | $4,379-66.1% |
| Participant deferral / active EE | $4,597 | $8,341-44.9% | $8,004-42.6% | $6,730-31.7% |
| Admin fee / account holder | $2,439 | $15,759-84.5% | $14,398-83.1% | $14,365-83.0% |