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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 | $38,622 | $79,955-51.7% | $98,450-60.8% | $75,181-48.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.92% | 19.75%-7.8pp | 21.16%-9.2pp | 160.69%-148.8pp |
| Employer contribution / active EE | $2,100 | $2,264-7.2% | $3,049-31.1% | $2,671-21.4% |
| Participant deferral / active EE | $5,241 | $3,752+39.7% | $4,739+10.6% | $4,126+27.0% |
| Admin fee / account holder | $741 | $6,841-89.2% | $8,961-91.7% | $5,650-86.9% |