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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 | $103,352 | $124,330-16.9% | $109,173-5.3% | $167,536-38.3% |
| Participation rate | 71.4% | 79.5%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 8.18% | 26.04%-17.9pp | 25.75%-17.6pp | 478.82%-470.6pp |
| Employer contribution / active EE | $1,310 | $4,209-68.9% | $3,723-64.8% | $4,839-72.9% |
| Participant deferral / active EE | $8,036 | $5,256+52.9% | $4,654+72.7% | $6,342+26.7% |
| Admin fee / account holder | $596 | $7,974-92.5% | $6,755-91.2% | $12,315-95.2% |