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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 | $234,353 | $94,031+149.2% | $115,768+102.4% | $82,448+184.2% |
| Participation rate | 70.4% | 70.4%0pp | 74.4%-4.0pp | 68.1%+2.3pp |
| Annual return | 10.90% | 20.61%-9.7pp | 100.46%-89.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,260 | $2,323-45.8% | $2,940-57.2% | $2,551-50.6% |
| Participant deferral / active EE | $3,966 | $3,972-0.1% | $4,917-19.3% | $4,139-4.2% |
| Admin fee / account holder | $324 | $10,249-96.8% | $12,439-97.4% | $7,234-95.5% |