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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 | $59,318 | $76,407-22.4% | $150,298-60.5% | $82,448-28.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.09% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,890 | $2,614+48.8% | $4,154-6.4% | $2,551+52.5% |
| Participant deferral / active EE | $5,982 | $3,214+86.1% | $5,453+9.7% | $4,139+44.5% |
| Admin fee / account holder | $10,388 | $6,352+63.5% | $14,116-26.4% | $7,234+43.6% |