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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 | $58,056 | $106,749-45.6% | $145,433-60.1% | $82,448-29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.87% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $4,118 | $3,444+19.6% | $4,554-9.6% | $2,551+61.4% |
| Participant deferral / active EE | $7,652 | $6,519+17.4% | $7,897-3.1% | $4,139+84.9% |
| Admin fee / account holder | $14,808 | $8,390+76.5% | $13,129+12.8% | $7,234+104.7% |