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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 | $46,812 | $106,864-56.2% | $147,318-68.2% | $82,637-43.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.15% | 27.49%-18.3pp | 70.43%-61.3pp | 53.51%-44.4pp |
| Employer contribution / active EE | $3,320 | $3,417-2.8% | $4,593-27.7% | $2,552+30.1% |
| Participant deferral / active EE | $6,077 | $6,496-6.4% | $7,906-23.1% | $4,126+47.3% |
| Admin fee / account holder | $44,053 | $8,415+423.5% | $13,708+221.4% | $7,339+500.3% |