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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 | $49,422 | $88,996-44.5% | $78,004-36.6% | $138,895-64.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 10.03% | 28.03%-18.0pp | 31.07%-21.0pp | 145.39%-135.4pp |
| Employer contribution / active EE | $10,786 | $2,917+269.8% | $2,469+336.9% | $4,194+157.2% |
| Participant deferral / active EE | $3,175 | $4,724-32.8% | $4,092-22.4% | $6,396-50.4% |
| Admin fee / account holder | $8,212 | $8,807-6.8% | $7,578+8.4% | $12,562-34.6% |