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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 | $42,136 | $97,289-56.7% | $92,805-54.6% | $155,188-72.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 10.16% | 29.03%-18.9pp | 31.59%-21.4pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,101 | $3,632-42.2% | $3,424-38.6% | $4,248-50.5% |
| Participant deferral / active EE | $3,492 | $8,795-60.3% | $8,448-58.7% | $6,531-46.5% |
| Admin fee / account holder | $11,735 | $12,015-2.3% | $10,911+7.6% | $14,480-19.0% |