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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 | $56,356 | $73,787-23.6% | $98,716-42.9% | $82,448-31.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.26% | 18.57%-9.3pp | 31.81%-22.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,285 | $1,511+51.2% | $2,279+0.3% | $2,551-10.4% |
| Participant deferral / active EE | $3,677 | $3,081+19.3% | $4,048-9.2% | $4,139-11.2% |
| Admin fee / account holder | $9,598 | $6,500+47.7% | $8,703+10.3% | $7,234+32.7% |