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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 | $29,960 | $154,228-80.6% | $145,433-79.4% | $137,256-78.2% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 9.78% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,958 | $4,804-59.2% | $4,554-57.0% | $4,156-52.9% |
| Participant deferral / active EE | $6,653 | $8,216-19.0% | $7,897-15.8% | $6,407+3.8% |
| Admin fee / account holder | $4,611 | $14,344-67.9% | $13,129-64.9% | $12,270-62.4% |