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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 | $61,400 | $73,787-16.8% | $98,716-37.8% | $82,448-25.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 12.38% | 18.57%-6.2pp | 31.81%-19.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,709 | $1,511+145.4% | $2,279+62.8% | $2,551+45.4% |
| Participant deferral / active EE | $7,955 | $3,081+158.2% | $4,048+96.5% | $4,139+92.2% |
| Admin fee / account holder | $10,835 | $6,500+66.7% | $8,703+24.5% | $7,234+49.8% |