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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 | $51,646 | $69,273-25.4% | $90,796-43.1% | $82,637-37.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 10.03% | 18.37%-8.3pp | 19.29%-9.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $6,985 | $1,865+274.5% | $2,294+204.5% | $2,552+173.7% |
| Participant deferral / active EE | $3,360 | $3,047+10.3% | $3,822-12.1% | $4,126-18.6% |
| Admin fee / account holder | $2,988 | $5,511-45.8% | $7,024-57.5% | $7,339-59.3% |