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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 | $22,871 | $155,555-85.3% | $146,866-84.4% | $155,188-85.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 10.36% | 115.41%-105.1pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $2,540 | $4,647-45.3% | $4,425-42.6% | $4,248-40.2% |
| Participant deferral / active EE | $4,408 | $8,044-45.2% | $7,759-43.2% | $6,531-32.5% |
| Admin fee / account holder | $547 | $14,755-96.3% | $13,620-96.0% | $14,480-96.2% |