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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 | $15,833 | $100,970-84.3% | $96,576-83.6% | $137,256-88.5% |
| Participation rate | 76.9% | 82.6%-5.7pp | 81.4%-4.5pp | 80.0%-3.0pp |
| Annual return | 11.66% | 38.16%-26.5pp | 38.47%-26.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,695 | $3,809-55.5% | $3,553-52.3% | $4,156-59.2% |
| Participant deferral / active EE | $2,533 | $8,286-69.4% | $7,956-68.2% | $6,407-60.5% |
| Admin fee / account holder | $719 | $11,312-93.6% | $11,381-93.7% | $12,270-94.1% |