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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 | $62,302 | $59,839+4.1% | $81,991-24.0% | $79,852-22.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 7.79% | 17.56%-9.8pp | 41.31%-33.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $2,556 | $1,713+49.2% | $2,498+2.3% | $2,471+3.5% |
| Participant deferral / active EE | $4,018 | $2,695+49.1% | $3,722+7.9% | $3,740+7.4% |
| Admin fee / account holder | $695 | $4,287-83.8% | $5,665-87.7% | $5,306-86.9% |