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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 | $40,274 | $49,239-18.2% | $70,462-42.8% | $79,858-49.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.13% | 30.08%-25.9pp | 109.08%-104.9pp | 31.72%-27.6pp |
| Employer contribution / active EE | $3,248 | $2,100+54.7% | $2,737+18.7% | $2,471+31.5% |
| Participant deferral / active EE | $2,653 | $2,769-4.2% | $3,710-28.5% | $3,740-29.1% |
| Admin fee / account holder | $2,420 | $2,876-15.9% | $3,845-37.1% | $5,306-54.4% |