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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 | $60,974 | $46,596+30.9% | $64,099-4.9% | $75,181-18.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 6.23% | 26.04%-19.8pp | 33.70%-27.5pp | 160.69%-154.5pp |
| Employer contribution / active EE | $1,481 | $1,975-25.0% | $2,748-46.1% | $2,671-44.5% |
| Participant deferral / active EE | $2,106 | $2,837-25.8% | $3,881-45.7% | $4,126-48.9% |
| Admin fee / account holder | $4,163 | $2,954+40.9% | $3,070+35.6% | $5,650-26.3% |