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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 | $65,110 | $211,239-69.2% | $178,528-63.5% | $145,877-55.4% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 6.68% | 30.22%-23.5pp | 27.11%-20.4pp | 551.28%-544.6pp |
| Employer contribution / active EE | $6,364 | $4,570+39.2% | $3,950+61.1% | $4,663+36.5% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,058 | $12,095-83.0% | $10,419-80.2% | $13,402-84.6% |