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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 | $59,978 | $162,136-63.0% | $152,301-60.6% | $154,746-61.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 82.4%-12.4pp | 80.7%-10.7pp |
| Annual return | 8.75% | 91.02%-82.3pp | 80.50%-71.7pp | 172.34%-163.6pp |
| Employer contribution / active EE | $3,576 | $4,890-26.9% | $4,624-22.7% | $4,379-18.3% |
| Participant deferral / active EE | $5,409 | $8,341-35.1% | $8,004-32.4% | $6,730-19.6% |
| Admin fee / account holder | $13,003 | $15,759-17.5% | $14,398-9.7% | $14,365-9.5% |