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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 | $115,501 | $209,336-44.8% | $197,124-41.4% | $137,256-15.8% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 6.65% | 48.09%-41.4pp | 44.34%-37.7pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,414 | $6,591-78.5% | $6,227-77.3% | $4,156-66.0% |
| Participant deferral / active EE | $4,685 | $9,614-51.3% | $9,135-48.7% | $6,407-26.9% |
| Admin fee / account holder | $5,264 | $17,308-69.6% | $16,298-67.7% | $12,270-57.1% |