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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 | $68,912 | $76,371-9.8% | $93,621-26.4% | $72,975-5.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 16.38% | 25.82%-9.4pp | 32.76%-16.4pp | 81.01%-64.6pp |
| Employer contribution / active EE | $1,762 | $2,276-22.6% | $2,719-35.2% | $2,440-27.8% |
| Participant deferral / active EE | $2,792 | $3,538-21.1% | $4,070-31.4% | $3,608-22.6% |
| Admin fee / account holder | $9,399 | $6,839+37.4% | $7,890+19.1% | $5,124+83.4% |