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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 | $45,028 | $45,0500% | $63,018-28.5% | $70,126-35.8% |
| Participation rate | 87.0% | 69.5%+17.4pp | 74.8%+12.2pp | 69.5%+17.4pp |
| Annual return | 10.99% | 18.76%-7.8pp | 87.62%-76.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $2,092 | $2,052+2.0% | $2,761-24.2% | $2,343-10.7% |
| Participant deferral / active EE | $3,744 | $2,466+51.9% | $3,330+12.4% | $3,332+12.4% |
| Admin fee / account holder | $547 | $2,834-80.7% | $3,601-84.8% | $4,645-88.2% |