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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 | $49,398 | $45,079+9.6% | $69,461-28.9% | $72,983-32.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.87% | 22.65%-17.8pp | 28.97%-24.1pp | 81.01%-76.1pp |
| Employer contribution / active EE | $2,602 | $2,055+26.6% | $2,779-6.4% | $2,440+6.6% |
| Participant deferral / active EE | $4,923 | $2,603+89.2% | $3,536+39.2% | $3,608+36.5% |
| Admin fee / account holder | $12,049 | $3,056+294.3% | $3,840+213.8% | $5,124+135.1% |