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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 | $16,679 | $95,959-82.6% | $97,411-82.9% | $138,895-88.0% |
| Participation rate | 80.0% | 81.8%-1.8pp | 80.4%-0.4pp | 79.9%+0.1pp |
| Annual return | 10.84% | 29.30%-18.5pp | 34.72%-23.9pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,316 | $4,278-69.2% | $4,210-68.7% | $4,194-68.6% |
| Participant deferral / active EE | $2,486 | $5,876-57.7% | $5,886-57.8% | $6,396-61.1% |
| Admin fee / account holder | $1,614 | $7,555-78.6% | $7,145-77.4% | $12,562-87.1% |