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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 | $16,212 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 6.77% | 115.41%-108.6pp | 102.85%-96.1pp | 148.84%-142.1pp |
| Employer contribution / active EE | $1,213 | $4,647-73.9% | $4,425-72.6% | $4,248-71.4% |
| Participant deferral / active EE | $3,366 | $8,044-58.2% | $7,759-56.6% | $6,531-48.5% |
| Admin fee / account holder | $3,210 | $14,755-78.2% | $13,620-76.4% | $14,480-77.8% |