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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 | $6,986 | $76,407-90.9% | $150,298-95.4% | $82,448-91.5% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 10.11% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $715 | $2,614-72.6% | $4,154-82.8% | $2,551-72.0% |
| Participant deferral / active EE | $1,282 | $3,214-60.1% | $5,453-76.5% | $4,139-69.0% |
| Admin fee / account holder | $694 | $6,352-89.1% | $14,116-95.1% | $7,234-90.4% |