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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 | $70,539 | $45,041+56.6% | $63,003+12.0% | $70,131+0.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.16% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,888 | $2,052-8.0% | $2,760-31.6% | $2,342-19.4% |
| Participant deferral / active EE | $2,017 | $2,465-18.2% | $3,329-39.4% | $3,332-39.5% |
| Admin fee / account holder | $1,005 | $2,836-64.6% | $3,600-72.1% | $4,645-78.4% |