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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 | $21,935 | $102,938-78.7% | $94,105-76.7% | $138,895-84.2% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | 8.89% | 250.28%-241.4pp | 204.55%-195.7pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,016 | $2,732-62.8% | $2,504-59.4% | $4,194-75.8% |
| Participant deferral / active EE | $4,306 | $4,196+2.6% | $3,881+10.9% | $6,396-32.7% |
| Admin fee / account holder | $3,823 | $6,600-42.1% | $6,199-38.3% | $12,562-69.6% |