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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 | $51,541 | $106,864-51.8% | $147,318-65.0% | $82,637-37.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 6.87% | 27.49%-20.6pp | 70.43%-63.6pp | 53.51%-46.6pp |
| Employer contribution / active EE | $2,012 | $3,417-41.1% | $4,593-56.2% | $2,552-21.2% |
| Participant deferral / active EE | $4,553 | $6,496-29.9% | $7,906-42.4% | $4,126+10.3% |
| Admin fee / account holder | $8,049 | $8,415-4.3% | $13,708-41.3% | $7,339+9.7% |