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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 | $116,880 | $185,312-36.9% | $161,489-27.6% | $154,746-24.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 8.51% | 103.84%-95.3pp | 89.72%-81.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $3,290 | $4,769-31.0% | $4,268-22.9% | $4,379-24.9% |
| Participant deferral / active EE | $3,551 | $6,350-44.1% | $5,630-36.9% | $6,730-47.2% |
| Admin fee / account holder | $905 | $18,654-95.1% | $16,006-94.3% | $14,365-93.7% |