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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 | $58,991 | $156,398-62.3% | $147,318-60.0% | $138,895-57.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 9.82% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,044 | $4,853-78.5% | $4,593-77.3% | $4,194-75.1% |
| Participant deferral / active EE | $8,331 | $8,237+1.1% | $7,906+5.4% | $6,396+30.2% |
| Admin fee / account holder | $440 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |