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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 | $49,159 | $106,749-53.9% | $145,433-66.2% | $82,448-40.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.93% | 27.59%-13.7pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,095 | $3,444-39.2% | $4,554-54.0% | $2,551-17.9% |
| Participant deferral / active EE | $2,906 | $6,519-55.4% | $7,897-63.2% | $4,139-29.8% |
| Admin fee / account holder | $575 | $8,390-93.1% | $13,129-95.6% | $7,234-92.1% |