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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 | $62,357 | $97,125-35.8% | $86,233-27.7% | $137,256-54.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 4.66% | 74.19%-69.5pp | 61.39%-56.7pp | 220.34%-215.7pp |
| Employer contribution / active EE | $3,000 | $2,841+5.6% | $2,504+19.8% | $4,156-27.8% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,277 | $9,725+67.4% | $8,342+95.1% | $12,270+32.7% |