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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 | $77,082 | $49,249+56.5% | $70,476+9.4% | $79,852-3.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.25% | 30.09%-26.8pp | 109.12%-105.9pp | 31.72%-28.5pp |
| Employer contribution / active EE | $2,689 | $2,100+28.0% | $2,738-1.8% | $2,471+8.8% |
| Participant deferral / active EE | $1,777 | $2,769-35.8% | $3,710-52.1% | $3,740-52.5% |
| Admin fee / account holder | $7,937 | $2,878+175.8% | $3,847+106.3% | $5,306+49.6% |