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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 | $62,999 | $45,043+39.9% | $63,0050% | $70,124-10.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.27% | 18.76%-8.5pp | 87.59%-77.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,026 | $2,052-1.2% | $2,760-26.6% | $2,342-13.5% |
| Participant deferral / active EE | $2,653 | $2,466+7.6% | $3,329-20.3% | $3,332-20.4% |
| Admin fee / account holder | $2,440 | $2,833-13.9% | $3,599-32.2% | $4,645-47.5% |