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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 | $85,551 | $126,661-32.5% | $113,397-24.6% | $138,895-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.82% | 25.05%-17.2pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $2,858 | $3,456-17.3% | $2,977-4.0% | $4,194-31.9% |
| Participant deferral / active EE | $8,186 | $5,693+43.8% | $5,076+61.3% | $6,396+28.0% |
| Admin fee / account holder | $3,890 | $14,549-73.3% | $11,957-67.5% | $12,562-69.0% |