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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 | $157,539 | $212,386-25.8% | $199,883-21.2% | $138,895+13.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 6.59% | 47.75%-41.2pp | 43.81%-37.2pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,754 | $6,625-73.5% | $6,261-72.0% | $4,194-58.2% |
| Participant deferral / active EE | $7,734 | $9,617-19.6% | $9,138-15.4% | $6,396+20.9% |
| Admin fee / account holder | $4,736 | $18,233-74.0% | $17,268-72.6% | $12,562-62.3% |