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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 | $35,654 | $81,476-56.2% | $102,383-65.2% | $80,925-55.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.46% | 25.59%-18.1pp | 24.94%-17.5pp | 35.65%-28.2pp |
| Employer contribution / active EE | $3,878 | $3,105+24.9% | $3,870+0.2% | $2,756+40.7% |
| Participant deferral / active EE | $5,757 | $3,871+48.7% | $5,060+13.8% | $4,299+33.9% |
| Admin fee / account holder | $1,837 | $6,717-72.7% | $8,391-78.1% | $6,940-73.5% |