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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 | $67,058 | $154,228-56.5% | $145,433-53.9% | $137,256-51.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 5.41% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,414 | $4,804-49.8% | $4,554-47.0% | $4,156-41.9% |
| Participant deferral / active EE | $8,163 | $8,216-0.7% | $7,897+3.4% | $6,407+27.4% |
| Admin fee / account holder | $362 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |