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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 | $18,520 | $156,398-88.2% | $147,318-87.4% | $138,895-86.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 8.90% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,076 | $4,853-77.8% | $4,593-76.6% | $4,194-74.4% |
| Participant deferral / active EE | $3,435 | $8,237-58.3% | $7,906-56.6% | $6,396-46.3% |
| Admin fee / account holder | $5,433 | $14,976-63.7% | $13,708-60.4% | $12,562-56.8% |