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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 | $61,325 | $100,970-39.3% | $96,576-36.5% | $137,256-55.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 12.12% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,121 | $3,809+34.4% | $3,553+44.1% | $4,156+23.2% |
| Participant deferral / active EE | $12,466 | $8,286+50.4% | $7,956+56.7% | $6,407+94.6% |
| Admin fee / account holder | $2,211 | $11,312-80.5% | $11,381-80.6% | $12,270-82.0% |