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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 | $114,071 | $72,027+58.4% | $185,861-38.6% | $79,856+42.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.45% | 23.13%-11.7pp | 35.96%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,139 | $1,965+8.9% | $4,088-47.7% | $2,471-13.4% |
| Participant deferral / active EE | $4,751 | $3,780+25.7% | $5,634-15.7% | $3,741+27.0% |
| Admin fee / account holder | $1,232 | $4,513-72.7% | $9,503-87.0% | $5,306-76.8% |