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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 | $44,450 | $93,598-52.5% | $135,974-67.3% | $75,173-40.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.96% | 30.89%-19.9pp | 68.30%-57.3pp | 160.72%-149.8pp |
| Employer contribution / active EE | $3,834 | $3,538+8.4% | $4,859-21.1% | $2,671+43.5% |
| Participant deferral / active EE | $3,507 | $6,405-45.2% | $7,760-54.8% | $4,126-15.0% |
| Admin fee / account holder | $1,683 | $6,978-75.9% | $10,767-84.4% | $5,651-70.2% |