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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 | $69,548 | $117,829-41.0% | $102,423-32.1% | $145,877-52.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 3.46% | 31.83%-28.4pp | 29.42%-26.0pp | 551.28%-547.8pp |
| Employer contribution / active EE | $969 | $3,615-73.2% | $3,023-67.9% | $4,663-79.2% |
| Participant deferral / active EE | $4,327 | $5,732-24.5% | $5,054-14.4% | $6,691-35.3% |
| Admin fee / account holder | $6,331 | $13,335-52.5% | $9,455-33.0% | $13,402-52.8% |