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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 | $50,476 | $94,436-46.6% | $115,599-56.3% | $82,637-38.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 11.26% | 18.37%-7.1pp | 111.10%-99.8pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,333 | $2,324-42.7% | $2,955-54.9% | $2,552-47.8% |
| Participant deferral / active EE | $4,557 | $3,955+15.2% | $4,889-6.8% | $4,126+10.4% |
| Admin fee / account holder | $12,082 | $10,328+17.0% | $12,841-5.9% | $7,339+64.6% |