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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 | $102,112 | $101,795+0.3% | $165,100-38.2% | $80,959+26.1% |
| Participation rate | 71.8% | 71.8%0pp | 78.6%-6.8pp | 67.7%+4.1pp |
| Annual return | 10.50% | 16.73%-6.2pp | 70.21%-59.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,964 | $2,954+0.3% | $4,348-31.8% | $2,757+7.5% |
| Participant deferral / active EE | $6,305 | $4,476+40.9% | $6,035+4.5% | $4,300+46.6% |
| Admin fee / account holder | $5,456 | $8,221-33.6% | $12,696-57.0% | $6,925-21.2% |