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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 | $16,843 | $102,245-83.5% | $89,340-81.1% | $137,256-87.7% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 8.57% | 21.89%-13.3pp | 20.57%-12.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,664 | $2,529+44.9% | $2,231+64.2% | $4,156-11.8% |
| Participant deferral / active EE | $6,306 | $4,436+42.1% | $3,823+64.9% | $6,407-1.6% |
| Admin fee / account holder | $765 | $8,085-90.5% | $6,704-88.6% | $12,270-93.8% |