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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 | $45,346 | $156,398-71.0% | $147,318-69.2% | $138,895-67.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 11.40% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,210 | $4,853-75.1% | $4,593-73.7% | $4,194-71.2% |
| Participant deferral / active EE | $6,492 | $8,237-21.2% | $7,906-17.9% | $6,396+1.5% |
| Admin fee / account holder | $525 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |