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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 | $82,188 | $155,555-47.2% | $146,866-44.0% | $155,188-47.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 10.10% | 115.41%-105.3pp | 102.85%-92.8pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,861 | $4,647-59.9% | $4,425-57.9% | $4,248-56.2% |
| Participant deferral / active EE | $4,423 | $8,044-45.0% | $7,759-43.0% | $6,531-32.3% |
| Admin fee / account holder | $1,550 | $14,755-89.5% | $13,620-88.6% | $14,480-89.3% |