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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 | $45,561 | $45,050+1.1% | $63,018-27.7% | $70,126-35.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.92% | 18.76%-9.8pp | 87.62%-78.7pp | 73.15%-64.2pp |
| Employer contribution / active EE | $671 | $2,052-67.3% | $2,761-75.7% | $2,343-71.4% |
| Participant deferral / active EE | $5,873 | $2,466+138.2% | $3,330+76.4% | $3,332+76.3% |
| Admin fee / account holder | $4,549 | $2,834+60.5% | $3,601+26.3% | $4,645-2.1% |