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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 | $75,595 | $95,404-20.8% | $113,397-33.3% | $82,637-8.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.47% | 19.08%-9.6pp | 23.20%-13.7pp | 53.51%-44.0pp |
| Employer contribution / active EE | $2,306 | $2,3070% | $2,977-22.5% | $2,552-9.6% |
| Participant deferral / active EE | $4,194 | $4,220-0.6% | $5,076-17.4% | $4,126+1.7% |
| Admin fee / account holder | $793 | $9,168-91.3% | $11,957-93.4% | $7,339-89.2% |