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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 | $44,741 | $124,425-64.0% | $112,040-60.1% | $137,256-67.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 9.18% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,066 | $3,411-68.7% | $2,954-63.9% | $4,156-74.3% |
| Participant deferral / active EE | $5,693 | $5,718-0.4% | $5,098+11.7% | $6,407-11.1% |
| Admin fee / account holder | $1,028 | $15,207-93.2% | $12,098-91.5% | $12,270-91.6% |