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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 | $20,018 | $108,882-81.6% | $96,754-79.3% | $154,746-87.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 7.91% | 98.39%-90.5pp | 82.04%-74.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $860 | $3,018-71.5% | $2,679-67.9% | $4,379-80.4% |
| Participant deferral / active EE | $2,960 | $5,323-44.4% | $4,758-37.8% | $6,730-56.0% |
| Admin fee / account holder | $334 | $10,200-96.7% | $8,905-96.2% | $14,365-97.7% |