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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 | $57,040 | $45,082+26.5% | $69,464-17.9% | $72,975-21.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 0.26% | 22.66%-22.4pp | 28.98%-28.7pp | 81.01%-80.8pp |
| Employer contribution / active EE | $2,398 | $2,055+16.7% | $2,779-13.7% | $2,440-1.7% |
| Participant deferral / active EE | $4,140 | $2,604+59.0% | $3,536+17.1% | $3,608+14.8% |
| Admin fee / account holder | $7,256 | $3,057+137.3% | $3,840+88.9% | $5,124+41.6% |