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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 | $65,070 | $65,395-0.5% | $182,540-64.4% | $72,975-10.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 2.70% | 27.68%-25.0pp | 148.58%-145.9pp | 81.01%-78.3pp |
| Employer contribution / active EE | $3,010 | $1,911+57.5% | $4,076-26.1% | $2,440+23.4% |
| Participant deferral / active EE | $4,786 | $3,563+34.3% | $5,525-13.4% | $3,608+32.7% |
| Admin fee / account holder | $2,652 | $4,245-37.5% | $8,593-69.1% | $5,124-48.3% |