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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 | $85,634 | $86,050-0.5% | $189,758-54.9% | $94,015-8.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 5.85% | 17.77%-11.9pp | 52.62%-46.8pp | 17.84%-12.0pp |
| Employer contribution / active EE | $4,483 | $2,819+59.0% | $4,767-5.9% | $2,790+60.7% |
| Participant deferral / active EE | $6,848 | $3,349+104.5% | $5,856+16.9% | $4,249+61.1% |
| Admin fee / account holder | $5,041 | $6,627-23.9% | $20,388-75.3% | $8,951-43.7% |