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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 | $43,734 | $73,978-40.9% | $96,515-54.7% | $75,173-41.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 5.86% | 26.72%-20.9pp | 35.73%-29.9pp | 160.72%-154.9pp |
| Employer contribution / active EE | $3,110 | $2,931+6.1% | $3,740-16.8% | $2,671+16.4% |
| Participant deferral / active EE | $7,048 | $3,660+92.6% | $4,880+44.4% | $4,126+70.8% |
| Admin fee / account holder | $1,570 | $5,219-69.9% | $6,735-76.7% | $5,651-72.2% |