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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 | $106,524-31.5% | $152,301-52.1% | $87,485-16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 5.15% | 26.89%-21.7pp | 80.50%-75.4pp | 26.06%-20.9pp |
| Employer contribution / active EE | $3,694 | $3,371+9.6% | $4,624-20.1% | $2,596+42.3% |
| Participant deferral / active EE | $4,151 | $6,525-36.4% | $8,004-48.1% | $4,274-2.9% |
| Admin fee / account holder | $3,391 | $8,287-59.1% | $14,398-76.4% | $7,775-56.4% |