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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 | $67,949 | $162,136-58.1% | $152,301-55.4% | $154,746-56.1% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 10.94% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $2,005 | $4,890-59.0% | $4,624-56.6% | $4,379-54.2% |
| Participant deferral / active EE | $9,578 | $8,341+14.8% | $8,004+19.7% | $6,730+42.3% |
| Admin fee / account holder | $6,627 | $15,759-57.9% | $14,398-54.0% | $14,365-53.9% |