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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 | $54,464 | $45,082+20.8% | $69,464-21.6% | $72,975-25.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.77% | 22.66%-18.9pp | 28.98%-25.2pp | 81.01%-77.2pp |
| Employer contribution / active EE | $3,694 | $2,055+79.7% | $2,779+32.9% | $2,440+51.4% |
| Participant deferral / active EE | $3,795 | $2,604+45.7% | $3,536+7.3% | $3,608+5.2% |
| Admin fee / account holder | $8,392 | $3,057+174.5% | $3,840+118.5% | $5,124+63.8% |