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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 | $27,658 | $97,751-71.7% | $103,431-73.3% | $145,978-81.1% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.5%-10.5pp | 80.3%-10.3pp |
| Annual return | 8.14% | 25.43%-17.3pp | 23.92%-15.8pp | 550.52%-542.4pp |
| Employer contribution / active EE | $1,787 | $4,684-61.9% | $4,678-61.8% | $4,662-61.7% |
| Participant deferral / active EE | $3,403 | $6,603-48.5% | $6,625-48.6% | $6,690-49.1% |
| Admin fee / account holder | $1,333 | $12,515-89.3% | $9,412-85.8% | $13,400-90.1% |