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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 | $101,531 | $156,398-35.1% | $147,318-31.1% | $138,895-26.9% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 11.58% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,288 | $4,853-73.5% | $4,593-72.0% | $4,194-69.3% |
| Participant deferral / active EE | $8,768 | $8,237+6.4% | $7,906+10.9% | $6,396+37.1% |
| Admin fee / account holder | $2,872 | $14,976-80.8% | $13,708-79.0% | $12,562-77.1% |