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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 | $34,853 | $172,111-79.7% | $150,298-76.8% | $137,256-74.6% |
| Participation rate | 77.3% | 81.7%-4.4pp | 77.8%-0.5pp | 80.0%-2.7pp |
| Annual return | 9.93% | 69.37%-59.4pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,284 | $4,636-72.3% | $4,154-69.1% | $4,156-69.1% |
| Participant deferral / active EE | $2,685 | $6,166-56.5% | $5,453-50.8% | $6,407-58.1% |
| Admin fee / account holder | $2,201 | $16,471-86.6% | $14,116-84.4% | $12,270-82.1% |