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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 | $61,515 | $67,602-9.0% | $82,312-25.3% | $70,126-12.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.81% | 21.57%-17.8pp | 25.88%-22.1pp | 73.15%-69.3pp |
| Employer contribution / active EE | $3,444 | $1,755+96.2% | $2,428+41.8% | $2,343+47.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,704 | $4,512-62.2% | $5,608-69.6% | $4,645-63.3% |