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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 | $50,831 | $94,031-45.9% | $115,768-56.1% | $82,448-38.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.44% | 20.61%-9.2pp | 100.46%-89.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,967 | $2,323-15.3% | $2,940-33.1% | $2,551-22.9% |
| Participant deferral / active EE | $4,946 | $3,972+24.5% | $4,917+0.6% | $4,139+19.5% |
| Admin fee / account holder | $3,826 | $10,249-62.7% | $12,439-69.2% | $7,234-47.1% |