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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 | $40,144 | $129,737-69.1% | $119,126-66.3% | $154,746-74.1% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 6.67% | 379.08%-372.4pp | 282.11%-275.4pp | 172.34%-165.7pp |
| Employer contribution / active EE | $2,170 | $4,375-50.4% | $4,034-46.2% | $4,379-50.4% |
| Participant deferral / active EE | $7,715 | $5,842+32.1% | $5,318+45.1% | $6,730+14.6% |
| Admin fee / account holder | $789 | $11,961-93.4% | $10,693-92.6% | $14,365-94.5% |