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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 | $20,702 | $183,539-88.7% | $155,556-86.7% | $145,897-85.8% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 8.06% | 61.31%-53.2pp | 64.84%-56.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,062 | $5,315-61.2% | $4,675-55.9% | $4,663-55.8% |
| Participant deferral / active EE | $3,772 | $6,467-41.7% | $5,631-33.0% | $6,689-43.6% |
| Admin fee / account holder | $335 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |