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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 | $42,955 | $156,398-72.5% | $147,318-70.8% | $138,895-69.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 10.96% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,184 | $4,853-75.6% | $4,593-74.2% | $4,194-71.8% |
| Participant deferral / active EE | $5,715 | $8,237-30.6% | $7,906-27.7% | $6,396-10.6% |
| Admin fee / account holder | $2,239 | $14,976-85.1% | $13,708-83.7% | $12,562-82.2% |