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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 | $44,390 | $88,672-49.9% | $105,223-57.8% | $82,448-46.2% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 12.62% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,347 | $3,048-23.0% | $3,689-36.4% | $2,551-8.0% |
| Participant deferral / active EE | $4,349 | $4,036+7.7% | $5,072-14.3% | $4,139+5.1% |
| Admin fee / account holder | $3,349 | $7,146-53.1% | $8,859-62.2% | $7,234-53.7% |