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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 | $107,666-60.9% | $102,184-58.8% | $154,746-72.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.16% | 29.33%-19.2pp | 31.58%-21.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,101 | $3,846-45.4% | $3,594-41.5% | $4,379-52.0% |
| Participant deferral / active EE | $3,492 | $8,719-60.0% | $8,309-58.0% | $6,730-48.1% |
| Admin fee / account holder | $11,735 | $12,943-9.3% | $11,609+1.1% | $14,365-18.3% |