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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 | $55,048 | $73,787-25.4% | $98,716-44.2% | $82,448-33.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 12.33% | 18.57%-6.2pp | 31.81%-19.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,956 | $1,511+161.8% | $2,279+73.6% | $2,551+55.1% |
| Participant deferral / active EE | $7,999 | $3,081+159.6% | $4,048+97.6% | $4,139+93.2% |
| Admin fee / account holder | $2,832 | $6,500-56.4% | $8,703-67.5% | $7,234-60.9% |