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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 | $103,605 | $154,228-32.8% | $145,433-28.8% | $137,256-24.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 5.72% | 74.59%-68.9pp | 66.58%-60.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,540 | $8,216-8.2% | $7,897-4.5% | $6,407+17.7% |
| Admin fee / account holder | $4,172 | $14,344-70.9% | $13,129-68.2% | $12,270-66.0% |