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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 | $69,399 | $157,296-55.9% | $141,191-50.8% | $152,897-54.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 14.21% | 64.34%-50.1pp | 71.41%-57.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $1,518 | $5,262-71.2% | $4,736-68.0% | $4,764-68.1% |
| Participant deferral / active EE | $3,862 | $7,111-45.7% | $6,710-42.4% | $5,851-34.0% |
| Admin fee / account holder | $1,094 | $12,125-91.0% | $10,264-89.3% | $11,599-90.6% |