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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 | $62,569 | $100,970-38.0% | $96,576-35.2% | $137,256-54.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.57% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,387 | $3,809-37.3% | $3,553-32.8% | $4,156-42.6% |
| Participant deferral / active EE | $5,321 | $8,286-35.8% | $7,956-33.1% | $6,407-17.0% |
| Admin fee / account holder | $18,886 | $11,312+67.0% | $11,381+65.9% | $12,270+53.9% |