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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 | $46,984 | $201,370-76.7% | $184,256-74.5% | $145,897-67.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 9.07% | 29.05%-20.0pp | 28.85%-19.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,397 | $7,024-51.6% | $6,427-47.1% | $4,663-27.1% |
| Participant deferral / active EE | $7,718 | $9,808-21.3% | $9,133-15.5% | $6,689+15.4% |
| Admin fee / account holder | $705 | $16,364-95.7% | $13,899-94.9% | $13,390-94.7% |