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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 | $44,702 | $93,598-52.2% | $135,974-67.1% | $75,173-40.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.49% | 30.89%-22.4pp | 68.30%-59.8pp | 160.72%-152.2pp |
| Employer contribution / active EE | $3,172 | $3,538-10.3% | $4,859-34.7% | $2,671+18.8% |
| Participant deferral / active EE | $5,285 | $6,405-17.5% | $7,760-31.9% | $4,126+28.1% |
| Admin fee / account holder | $16,908 | $6,978+142.3% | $10,767+57.0% | $5,651+199.2% |