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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 | $62,436 | $126,661-50.7% | $113,397-44.9% | $138,895-55.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.03% | 25.05%-17.0pp | 23.20%-15.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $1,045 | $3,456-69.8% | $2,977-64.9% | $4,194-75.1% |
| Participant deferral / active EE | $2,046 | $5,693-64.1% | $5,076-59.7% | $6,396-68.0% |
| Admin fee / account holder | $4,081 | $14,549-71.9% | $11,957-65.9% | $12,562-67.5% |