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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 | $69,306 | $232,540-70.2% | $185,117-62.6% | $147,586-53.0% |
| Participation rate | 76.9% | 82.4%-5.4pp | 77.3%-0.3pp | 82.8%-5.9pp |
| Annual return | 6.43% | 43.03%-36.6pp | 40.50%-34.1pp | 578.59%-572.2pp |
| Employer contribution / active EE | $1,873 | $5,195-63.9% | $4,182-55.2% | $4,876-61.6% |
| Participant deferral / active EE | $4,817 | $5,834-17.4% | $5,045-4.5% | $5,439-11.4% |
| Admin fee / account holder | $744 | $10,275-92.8% | $8,159-90.9% | $10,886-93.2% |