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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 | $69,960 | $75,541-7.4% | $152,093-54.0% | $82,637-15.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.29% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $2,402 | $2,622-8.4% | $4,175-42.5% | $2,552-5.9% |
| Participant deferral / active EE | $3,748 | $3,206+16.9% | $5,451-31.3% | $4,126-9.2% |
| Admin fee / account holder | $38,269 | $6,405+497.5% | $14,497+164.0% | $7,339+421.5% |