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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 | $83,085 | $81,487+2.0% | $102,412-18.9% | $80,935+2.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.47% | 25.60%-16.1pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $3,546 | $3,103+14.3% | $3,870-8.4% | $2,757+28.6% |
| Participant deferral / active EE | $6,168 | $3,871+59.4% | $5,060+21.9% | $4,299+43.5% |
| Admin fee / account holder | $1,136 | $6,717-83.1% | $8,388-86.5% | $6,924-83.6% |