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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 | $50,413 | $52,306-3.6% | $69,779-27.8% | $62,881-19.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 1.03% | 13.35%-12.3pp | 12.99%-12.0pp | 20.14%-19.1pp |
| Employer contribution / active EE | $2,468 | $1,799+37.2% | $2,338+5.5% | $2,281+8.2% |
| Participant deferral / active EE | $2,932 | $2,395+22.4% | $2,9310% | $3,203-8.5% |
| Admin fee / account holder | $104,942 | $3,691+2743.1% | $4,381+2295.4% | $4,296+2342.9% |