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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 | $43,798 | $95,453-54.1% | $112,040-60.9% | $82,448-46.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.42% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,056 | $2,318-11.3% | $2,954-30.4% | $2,551-19.4% |
| Participant deferral / active EE | $3,357 | $4,224-20.5% | $5,098-34.1% | $4,139-18.9% |
| Admin fee / account holder | $2,247 | $9,013-75.1% | $12,098-81.4% | $7,234-68.9% |