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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 | $75,720-31.8% | $90,312-42.8% | $86,983-40.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 10.03% | 18.55%-8.5pp | 18.90%-8.9pp | 25.83%-15.8pp |
| Employer contribution / active EE | $6,985 | $1,945+259.1% | $2,243+211.5% | $2,584+170.3% |
| Participant deferral / active EE | $3,360 | $3,001+12.0% | $3,749-10.4% | $4,194-19.9% |
| Admin fee / account holder | $2,988 | $6,201-51.8% | $8,248-63.8% | $7,856-62.0% |