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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 | $47,566 | $124,330-61.7% | $109,173-56.4% | $167,536-71.6% |
| Participation rate | 70.0% | 79.5%-9.5pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 9.12% | 26.04%-16.9pp | 25.75%-16.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $1,500 | $4,209-64.4% | $3,723-59.7% | $4,839-69.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,486 | $7,974-81.4% | $6,755-78.0% | $12,315-87.9% |