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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 | $57,020 | $78,520-27.4% | $96,576-41.0% | $82,448-30.8% |
| Participation rate | 81.4% | 77.7%+3.7pp | 81.4%0pp | 68.1%+13.3pp |
| Annual return | 14.06% | 41.30%-27.2pp | 38.47%-24.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,778 | $2,630+5.6% | $3,553-21.8% | $2,551+8.9% |
| Participant deferral / active EE | $6,737 | $6,754-0.3% | $7,956-15.3% | $4,139+62.8% |
| Admin fee / account holder | $7,527 | $13,455-44.1% | $11,381-33.9% | $7,234+4.0% |