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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 | $89,917 | $162,136-44.5% | $152,301-41.0% | $154,746-41.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 10.26% | 91.02%-80.8pp | 80.50%-70.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $2,573 | $4,890-47.4% | $4,624-44.4% | $4,379-41.2% |
| Participant deferral / active EE | $2,851 | $8,341-65.8% | $8,004-64.4% | $6,730-57.6% |
| Admin fee / account holder | $1,029 | $15,759-93.5% | $14,398-92.9% | $14,365-92.8% |