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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 | $86,417 | $72,486+19.2% | $87,103-0.8% | $72,976+18.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 4.23% | 24.46%-20.2pp | 28.19%-24.0pp | 81.02%-76.8pp |
| Employer contribution / active EE | $2,857 | $1,894+50.9% | $2,521+13.3% | $2,440+17.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,979 | $5,055-60.8% | $7,491-73.6% | $5,124-61.4% |