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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 | $41,059 | $80,983-49.3% | $96,544-57.5% | $75,177-45.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.03% | 27.05%-16.0pp | 25.88%-14.9pp | 160.75%-149.7pp |
| Employer contribution / active EE | $1,914 | $2,282-16.1% | $2,966-35.5% | $2,671-28.3% |
| Participant deferral / active EE | $3,069 | $3,929-21.9% | $4,851-36.7% | $4,126-25.6% |
| Admin fee / account holder | $5,667 | $6,717-15.6% | $8,254-31.3% | $5,651+0.3% |