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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 | $63,413 | $175,231-63.8% | $149,696-57.6% | $139,466-54.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 7.06% | 166.77%-159.7pp | 134.46%-127.4pp | 373.66%-366.6pp |
| Employer contribution / active EE | $2,515 | $5,478-54.1% | $4,821-47.8% | $4,754-47.1% |
| Participant deferral / active EE | $4,686 | $6,521-28.1% | $5,682-17.5% | $6,712-30.2% |
| Admin fee / account holder | $884 | $16,155-94.5% | $13,212-93.3% | $11,409-92.3% |