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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 | $69,190 | $56,054+23.4% | $171,082-59.6% | $62,881+10.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 2.59% | 22.52%-19.9pp | 32.56%-30.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $2,314 | $1,731+33.7% | $4,002-42.2% | $2,281+1.5% |
| Participant deferral / active EE | $3,187 | $3,158+0.9% | $4,797-33.6% | $3,203-0.5% |
| Admin fee / account holder | $1,311 | $3,647-64.1% | $8,520-84.6% | $4,296-69.5% |