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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 | $40,813 | $106,749-61.8% | $145,433-71.9% | $82,448-50.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.76% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,179 | $3,444-36.7% | $4,554-52.2% | $2,551-14.6% |
| Participant deferral / active EE | $3,940 | $6,519-39.6% | $7,897-50.1% | $4,139-4.8% |
| Admin fee / account holder | $4,464 | $8,390-46.8% | $13,129-66.0% | $7,234-38.3% |