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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 | $73,015 | $212,386-65.6% | $199,883-63.5% | $138,895-47.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 86.8%-9.0pp | 79.9%-2.1pp |
| Annual return | 10.50% | 47.75%-37.3pp | 43.81%-33.3pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,644 | $6,625-45.0% | $6,261-41.8% | $4,194-13.1% |
| Participant deferral / active EE | $9,768 | $9,617+1.6% | $9,138+6.9% | $6,396+52.7% |
| Admin fee / account holder | $1,453 | $18,233-92.0% | $17,268-91.6% | $12,562-88.4% |