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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 | $100,582 | $56,894+76.8% | $84,753+18.7% | $62,881+60.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.57% | 6.30%-6.9pp | 22.78%-23.4pp | 20.14%-20.7pp |
| Employer contribution / active EE | $3,636 | $2,400+51.5% | $3,574+1.7% | $2,281+59.4% |
| Participant deferral / active EE | $3,212 | $2,709+18.6% | $3,712-13.5% | $3,203+0.3% |
| Admin fee / account holder | $335 | $3,581-90.6% | $5,333-93.7% | $4,296-92.2% |