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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 | $106,864-57.8% | $147,318-69.4% | $82,637-45.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.46% | 27.49%-14.0pp | 70.43%-57.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,038 | $3,417-40.4% | $4,593-55.6% | $2,552-20.2% |
| Participant deferral / active EE | $6,090 | $6,496-6.2% | $7,906-23.0% | $4,126+47.6% |
| Admin fee / account holder | $2,805 | $8,415-66.7% | $13,708-79.5% | $7,339-61.8% |