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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 | $51,992 | $155,555-66.6% | $146,866-64.6% | $155,188-66.5% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.5%-9.2pp | 80.8%-7.5pp |
| Annual return | 7.10% | 115.41%-108.3pp | 102.85%-95.8pp | 148.84%-141.7pp |
| Employer contribution / active EE | $2,400 | $4,647-48.4% | $4,425-45.8% | $4,248-43.5% |
| Participant deferral / active EE | $6,301 | $8,044-21.7% | $7,759-18.8% | $6,531-3.5% |
| Admin fee / account holder | $3,396 | $14,755-77.0% | $13,620-75.1% | $14,480-76.5% |