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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 | $62,135 | $201,372-69.1% | $184,260-66.3% | $145,884-57.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 9.30% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,525 | $7,024-78.3% | $6,427-76.3% | $4,662-67.3% |
| Participant deferral / active EE | $3,800 | $9,808-61.3% | $9,133-58.4% | $6,690-43.2% |
| Admin fee / account holder | $508 | $16,362-96.9% | $13,898-96.3% | $13,392-96.2% |