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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 | $51,111 | $49,249+3.8% | $70,476-27.5% | $79,852-36.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.06% | 30.09%-27.0pp | 109.12%-106.1pp | 31.72%-28.7pp |
| Employer contribution / active EE | $3,048 | $2,100+45.1% | $2,738+11.3% | $2,471+23.4% |
| Participant deferral / active EE | $5,591 | $2,769+101.9% | $3,710+50.7% | $3,740+49.5% |
| Admin fee / account holder | $7,777 | $2,878+170.2% | $3,847+102.2% | $5,306+46.6% |