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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 | $31,218 | $111,535-72.0% | $105,223-70.3% | $137,256-77.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 10.99% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,207 | $3,939-69.4% | $3,689-67.3% | $4,156-71.0% |
| Participant deferral / active EE | $5,564 | $5,500+1.2% | $5,072+9.7% | $6,407-13.2% |
| Admin fee / account holder | $380 | $9,721-96.1% | $8,859-95.7% | $12,270-96.9% |