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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 | $48,970 | $49,249-0.6% | $70,476-30.5% | $79,852-38.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.74% | 30.09%-25.4pp | 109.12%-104.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $2,527 | $2,100+20.3% | $2,738-7.7% | $2,471+2.3% |
| Participant deferral / active EE | $4,140 | $2,769+49.5% | $3,710+11.6% | $3,740+10.7% |
| Admin fee / account holder | $2,519 | $2,878-12.5% | $3,847-34.5% | $5,306-52.5% |