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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 | $24,611 | $154,228-84.0% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 12.12% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,351 | $4,804-30.2% | $4,554-26.4% | $4,156-19.4% |
| Participant deferral / active EE | $4,179 | $8,216-49.1% | $7,897-47.1% | $6,407-34.8% |
| Admin fee / account holder | $7,890 | $14,344-45.0% | $13,129-39.9% | $12,270-35.7% |