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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 | $127,849 | $174,379-26.7% | $152,093-15.9% | $138,895-8.0% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 8.74% | 74.86%-66.1pp | 66.36%-57.6pp | 145.39%-136.7pp |
| Employer contribution / active EE | $2,077 | $4,652-55.4% | $4,175-50.3% | $4,194-50.5% |
| Participant deferral / active EE | $15,858 | $6,159+157.5% | $5,451+190.9% | $6,396+147.9% |
| Admin fee / account holder | $2,343 | $16,880-86.1% | $14,497-83.8% | $12,562-81.3% |