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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 | $46,628 | $67,602-31.0% | $82,312-43.4% | $70,126-33.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.76% | 21.57%-15.8pp | 25.88%-20.1pp | 73.15%-67.4pp |
| Employer contribution / active EE | $1,471 | $1,755-16.2% | $2,428-39.4% | $2,343-37.2% |
| Participant deferral / active EE | $1,782 | $2,987-40.3% | $3,706-51.9% | $3,332-46.5% |
| Admin fee / account holder | $1,511 | $4,512-66.5% | $5,608-73.1% | $4,645-67.5% |