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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 | $109,528 | $135,956-19.4% | $123,894-11.6% | $273,972-60.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.68% | 56.63%-53.0pp | 47.52%-43.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,472 | $5,170-71.5% | $4,617-68.1% | $4,869-69.8% |
| Participant deferral / active EE | $3,517 | $6,343-44.5% | $5,984-41.2% | $5,287-33.5% |
| Admin fee / account holder | $3,832 | $9,817-61.0% | $8,357-54.1% | $10,133-62.2% |