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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 | $65,052 | $95,453-31.8% | $112,040-41.9% | $82,448-21.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.09% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,086 | $2,318-53.1% | $2,954-63.2% | $2,551-57.4% |
| Participant deferral / active EE | $5,031 | $4,224+19.1% | $5,098-1.3% | $4,139+21.5% |
| Admin fee / account holder | $4,707 | $9,013-47.8% | $12,098-61.1% | $7,234-34.9% |