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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 | $44,700 | $126,661-64.7% | $113,397-60.6% | $138,895-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 7.60% | 25.05%-17.5pp | 23.20%-15.6pp | 145.39%-137.8pp |
| Employer contribution / active EE | $3,931 | $3,456+13.7% | $2,977+32.1% | $4,194-6.3% |
| Participant deferral / active EE | $5,027 | $5,693-11.7% | $5,076-1.0% | $6,396-21.4% |
| Admin fee / account holder | $2,729 | $14,549-81.2% | $11,957-77.2% | $12,562-78.3% |