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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 | $63,911 | $57,590+11.0% | $86,233-25.9% | $82,448-22.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 13.04% | 22.41%-9.4pp | 61.39%-48.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,574 | $1,655+55.5% | $2,504+2.8% | $2,551+0.9% |
| Participant deferral / active EE | $5,482 | $3,080+78.0% | $4,559+20.2% | $4,139+32.4% |
| Admin fee / account holder | $2,222 | $4,730-53.0% | $8,342-73.4% | $7,234-69.3% |