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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 | $59,400 | $132,099-55.0% | $115,599-48.6% | $138,895-57.2% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.3%+1.9pp | 79.9%-3.7pp |
| Annual return | 8.60% | 176.76%-168.2pp | 111.10%-102.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $847 | $3,416-75.2% | $2,955-71.3% | $4,194-79.8% |
| Participant deferral / active EE | $4,101 | $5,617-27.0% | $4,889-16.1% | $6,396-35.9% |
| Admin fee / account holder | $524 | $15,650-96.6% | $12,841-95.9% | $12,562-95.8% |