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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 | $47,100 | $154,228-69.5% | $145,433-67.6% | $137,256-65.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.03% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,232 | $4,804-32.7% | $4,554-29.0% | $4,156-22.2% |
| Participant deferral / active EE | $9,464 | $8,216+15.2% | $7,897+19.8% | $6,407+47.7% |
| Admin fee / account holder | $4,041 | $14,344-71.8% | $13,129-69.2% | $12,270-67.1% |