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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 | $18,525 | $154,228-88.0% | $145,433-87.3% | $137,256-86.5% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 7.38% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,098 | $4,804-77.2% | $4,554-75.9% | $4,156-73.6% |
| Participant deferral / active EE | $3,673 | $8,216-55.3% | $7,897-53.5% | $6,407-42.7% |
| Admin fee / account holder | $1,404 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |