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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 | $79,583 | $86,949-8.5% | $102,460-22.3% | $80,959-1.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.24% | 18.89%-9.7pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $3,155 | $2,370+33.1% | $3,025+4.3% | $2,757+14.4% |
| Participant deferral / active EE | $6,221 | $4,121+51.0% | $5,056+23.0% | $4,300+44.7% |
| Admin fee / account holder | $20,659 | $8,048+156.7% | $9,460+118.4% | $6,925+198.3% |