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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 | $74,950 | $124,425-39.8% | $112,040-33.1% | $137,256-45.4% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 4.56% | 24.72%-20.2pp | 24.52%-20.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $921 | $3,411-73.0% | $2,954-68.8% | $4,156-77.8% |
| Participant deferral / active EE | $3,869 | $5,718-32.3% | $5,098-24.1% | $6,407-39.6% |
| Admin fee / account holder | $684 | $15,207-95.5% | $12,098-94.3% | $12,270-94.4% |