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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 | $52,058 | $110,379-52.8% | $102,412-49.2% | $145,884-64.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 7.65% | 24.84%-17.2pp | 24.94%-17.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,246 | $4,216-46.7% | $3,870-42.0% | $4,662-51.8% |
| Participant deferral / active EE | $3,052 | $5,622-45.7% | $5,060-39.7% | $6,690-54.4% |
| Admin fee / account holder | $494 | $9,745-94.9% | $8,388-94.1% | $13,392-96.3% |