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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 | $45,082 | $106,749-57.8% | $145,433-69.0% | $82,448-45.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.46% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,038 | $3,444-40.8% | $4,554-55.3% | $2,551-20.1% |
| Participant deferral / active EE | $6,090 | $6,519-6.6% | $7,897-22.9% | $4,139+47.1% |
| Admin fee / account holder | $2,805 | $8,390-66.6% | $13,129-78.6% | $7,234-61.2% |