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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 | $60,446 | $156,398-61.4% | $147,318-59.0% | $138,895-56.5% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 11.27% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,984 | $4,853-59.1% | $4,593-56.8% | $4,194-52.7% |
| Participant deferral / active EE | $4,484 | $8,237-45.6% | $7,906-43.3% | $6,396-29.9% |
| Admin fee / account holder | $3,104 | $14,976-79.3% | $13,708-77.4% | $12,562-75.3% |