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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 | $32,593 | $156,398-79.2% | $147,318-77.9% | $138,895-76.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.01% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,226 | $4,853-33.5% | $4,593-29.8% | $4,194-23.1% |
| Participant deferral / active EE | $11,574 | $8,237+40.5% | $7,906+46.4% | $6,396+80.9% |
| Admin fee / account holder | $15,031 | $14,976+0.4% | $13,708+9.7% | $12,562+19.6% |