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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 | $72,938 | $106,749-31.7% | $145,433-49.8% | $82,448-11.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 5.15% | 27.59%-22.4pp | 66.58%-61.4pp | 41.64%-36.5pp |
| Employer contribution / active EE | $3,694 | $3,444+7.2% | $4,554-18.9% | $2,551+44.8% |
| Participant deferral / active EE | $4,151 | $6,519-36.3% | $7,897-47.4% | $4,139+0.3% |
| Admin fee / account holder | $3,391 | $8,390-59.6% | $13,129-74.2% | $7,234-53.1% |