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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 | $65,430 | $96,558-32.2% | $80,977-19.2% | $273,972-76.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.51% | 15.14%-13.6pp | 17.11%-15.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $5,755 | $4,869+18.2% | $3,715+54.9% | $4,869+18.2% |
| Participant deferral / active EE | $12,533 | $6,598+90.0% | $5,696+120.0% | $5,287+137.0% |
| Admin fee / account holder | $850 | $7,493-88.7% | $5,517-84.6% | $10,133-91.6% |