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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 | $44,397 | $154,228-71.2% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 7.23% | 74.59%-67.4pp | 66.58%-59.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,891 | $4,804-39.8% | $4,554-36.5% | $4,156-30.4% |
| Participant deferral / active EE | $4,238 | $8,216-48.4% | $7,897-46.3% | $6,407-33.9% |
| Admin fee / account holder | $14,184 | $14,344-1.1% | $13,129+8.0% | $12,270+15.6% |