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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 | $66,812 | $93,589-28.6% | $135,942-50.9% | $75,181-11.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.29% | 30.90%-16.6pp | 68.28%-54.0pp | 160.69%-146.4pp |
| Employer contribution / active EE | $5,653 | $3,537+59.8% | $4,858+16.4% | $2,671+111.7% |
| Participant deferral / active EE | $6,351 | $6,405-0.8% | $7,759-18.1% | $4,126+53.9% |
| Admin fee / account holder | $5,989 | $6,977-14.2% | $10,764-44.4% | $5,650+6.0% |