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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 | $24,501 | $166,242-85.3% | $165,071-85.2% | $145,884-83.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 7.56% | 100.44%-92.9pp | 70.17%-62.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,912 | $5,283-44.9% | $4,347-33.0% | $4,662-37.5% |
| Participant deferral / active EE | $6,438 | $6,964-7.6% | $6,035+6.7% | $6,690-3.8% |
| Admin fee / account holder | $2,642 | $16,658-84.1% | $12,695-79.2% | $13,392-80.3% |