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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 | $92,312 | $156,398-41.0% | $147,318-37.3% | $138,895-33.5% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 11.62% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,725 | $4,853-43.9% | $4,593-40.7% | $4,194-35.0% |
| Participant deferral / active EE | $8,857 | $8,237+7.5% | $7,906+12.0% | $6,396+38.5% |
| Admin fee / account holder | $669 | $14,976-95.5% | $13,708-95.1% | $12,562-94.7% |