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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 | $42,667 | $67,606-36.9% | $82,313-48.2% | $70,124-39.2% |
| Participation rate | 72.7% | 72.8%0pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 11.38% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,181 | $1,755-32.7% | $2,428-51.4% | $2,342-49.6% |
| Participant deferral / active EE | $2,959 | $2,987-0.9% | $3,706-20.1% | $3,332-11.2% |
| Admin fee / account holder | $1,450 | $4,512-67.9% | $5,608-74.1% | $4,645-68.8% |