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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 | $22,768 | $156,398-85.4% | $147,318-84.5% | $138,895-83.6% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 79.9%+9.6pp |
| Annual return | 11.69% | 78.75%-67.1pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,339 | $4,853-51.8% | $4,593-49.1% | $4,194-44.2% |
| Participant deferral / active EE | $4,156 | $8,237-49.6% | $7,906-47.4% | $6,396-35.0% |
| Admin fee / account holder | $3,675 | $14,976-75.5% | $13,708-73.2% | $12,562-70.7% |