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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 | $119,077 | $100,125+18.9% | $81,482+46.1% | $145,978-18.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.44% | 34.44%-33.0pp | 24.79%-23.4pp | 550.52%-549.1pp |
| Employer contribution / active EE | $1,565 | $2,977-47.4% | $2,463-36.5% | $4,662-66.4% |
| Participant deferral / active EE | $2,449 | $4,609-46.9% | $3,885-37.0% | $6,690-63.4% |
| Admin fee / account holder | $3,471 | $8,198-57.7% | $5,761-39.7% | $13,400-74.1% |