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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 | $56,050 | $81,446-31.2% | $103,374-45.8% | $80,874-30.7% |
| Participation rate | 74.5% | 66.9%+7.7pp | 74.5%0pp | 67.6%+6.9pp |
| Annual return | 7.93% | 25.57%-17.6pp | 24.89%-17.0pp | 35.62%-27.7pp |
| Employer contribution / active EE | $1,612 | $3,107-48.1% | $3,869-58.3% | $2,756-41.5% |
| Participant deferral / active EE | $2,768 | $3,870-28.5% | $5,058-45.3% | $4,297-35.6% |
| Admin fee / account holder | $2,550 | $6,715-62.0% | $8,394-69.6% | $6,935-63.2% |