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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 | $88,620 | $112,729-21.4% | $98,716-10.2% | $137,256-35.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.80% | 38.48%-29.7pp | 31.81%-23.0pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,665 | $2,725-38.9% | $2,279-26.9% | $4,156-59.9% |
| Participant deferral / active EE | $7,888 | $4,640+70.0% | $4,048+94.9% | $6,407+23.1% |
| Admin fee / account holder | $1,673 | $10,129-83.5% | $8,703-80.8% | $12,270-86.4% |