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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 | $48,979 | $78,428-37.5% | $95,960-49.0% | $79,852-38.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.58% | 19.37%-9.8pp | 91.63%-82.1pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,766 | $1,945-9.2% | $2,541-30.5% | $2,471-28.5% |
| Participant deferral / active EE | $3,586 | $3,440+4.2% | $4,167-13.9% | $3,740-4.1% |
| Admin fee / account holder | $5,620 | $5,6220% | $6,797-17.3% | $5,306+5.9% |