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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 | $65,703 | $117,895-44.3% | $102,460-35.9% | $145,897-55.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.54% | 31.92%-24.4pp | 29.47%-21.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,503 | $3,619-30.8% | $3,025-17.3% | $4,663-46.3% |
| Participant deferral / active EE | $5,005 | $5,736-12.7% | $5,056-1.0% | $6,689-25.2% |
| Admin fee / account holder | $3,574 | $13,353-73.2% | $9,460-62.2% | $13,390-73.3% |