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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 | $76,941 | $77,358-0.5% | $102,184-24.7% | $87,485-12.1% |
| Participation rate | 81.7% | 78.7%+3.0pp | 82.6%-0.9pp | 68.9%+12.8pp |
| Annual return | 12.27% | 41.11%-28.8pp | 31.58%-19.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $66 | $2,562-97.4% | $3,594-98.2% | $2,596-97.5% |
| Participant deferral / active EE | $3,581 | $6,753-47.0% | $8,309-56.9% | $4,274-16.2% |
| Admin fee / account holder | $6,705 | $6,809-1.5% | $11,609-42.2% | $7,775-13.8% |