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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 | $104,144 | $95,404+9.2% | $113,397-8.2% | $82,637+26.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.26% | 19.08%-7.8pp | 23.20%-11.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $1,281 | $2,307-44.5% | $2,977-57.0% | $2,552-49.8% |
| Participant deferral / active EE | $2,940 | $4,220-30.3% | $5,076-42.1% | $4,126-28.7% |
| Admin fee / account holder | $5,289 | $9,168-42.3% | $11,957-55.8% | $7,339-27.9% |