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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 | $185,312-81.2% | $161,489-78.4% | $154,746-77.5% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.7%-1.4pp | 80.7%-3.4pp |
| Annual return | 9.93% | 103.84%-93.9pp | 89.72%-79.8pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,284 | $4,769-73.1% | $4,268-69.9% | $4,379-70.7% |
| Participant deferral / active EE | $2,685 | $6,350-57.7% | $5,630-52.3% | $6,730-60.1% |
| Admin fee / account holder | $2,201 | $18,654-88.2% | $16,006-86.2% | $14,365-84.7% |