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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 | $29,883 | $72,273-58.7% | $101,275-70.5% | $79,856-62.6% |
| Participation rate | 74.6% | 68.5%+6.1pp | 75.8%-1.2pp | 69.6%+4.9pp |
| Annual return | 7.56% | 22.30%-14.7pp | 46.48%-38.9pp | 31.71%-24.1pp |
| Employer contribution / active EE | $12,712 | $2,691+372.3% | $3,660+247.3% | $2,471+414.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $736 | $4,401-83.3% | $5,948-87.6% | $5,306-86.1% |