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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 | $156,398-66.8% | $147,318-64.7% | $138,895-62.6% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 7.10% | 78.75%-71.6pp | 70.43%-63.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $2,400 | $4,853-50.6% | $4,593-47.8% | $4,194-42.8% |
| Participant deferral / active EE | $6,301 | $8,237-23.5% | $7,906-20.3% | $6,396-1.5% |
| Admin fee / account holder | $3,396 | $14,976-77.3% | $13,708-75.2% | $12,562-73.0% |