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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 | $67,411 | $39,132+72.3% | $57,196+17.9% | $62,881+7.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.37% | 9.24%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $2,501 | $1,874+33.5% | $2,683-6.8% | $2,281+9.6% |
| Participant deferral / active EE | $2,282 | $2,374-3.9% | $3,096-26.3% | $3,203-28.7% |
| Admin fee / account holder | $3,922 | $2,594+51.2% | $3,141+24.9% | $4,296-8.7% |