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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 | $57,092 | $176,786-67.7% | $146,643-61.1% | $167,536-65.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 7.87% | 24.04%-16.2pp | 22.75%-14.9pp | 478.82%-470.9pp |
| Employer contribution / active EE | $1,492 | $5,161-71.1% | $4,137-63.9% | $4,839-69.2% |
| Participant deferral / active EE | $7,186 | $6,440+11.6% | $5,506+30.5% | $6,342+13.3% |
| Admin fee / account holder | $687 | $13,262-94.8% | $10,280-93.3% | $12,315-94.4% |