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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 | $155,555-62.1% | $146,866-59.8% | $155,188-62.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 9.82% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,044 | $4,647-77.5% | $4,425-76.4% | $4,248-75.4% |
| Participant deferral / active EE | $8,331 | $8,044+3.6% | $7,759+7.4% | $6,531+27.6% |
| Admin fee / account holder | $440 | $14,755-97.0% | $13,620-96.8% | $14,480-97.0% |