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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 | $79,617 | $209,336-62.0% | $197,124-59.6% | $137,256-42.0% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 9.25% | 48.09%-38.8pp | 44.34%-35.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,011 | $6,591-54.3% | $6,227-51.7% | $4,156-27.6% |
| Participant deferral / active EE | $11,675 | $9,614+21.4% | $9,135+27.8% | $6,407+82.2% |
| Admin fee / account holder | $11,689 | $17,308-32.5% | $16,298-28.3% | $12,270-4.7% |