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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 | $41,088 | $76,551-46.3% | $123,894-66.8% | $62,881-34.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.42% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,212 | $2,882+11.4% | $4,617-30.4% | $2,281+40.8% |
| Participant deferral / active EE | $2,208 | $4,840-54.4% | $5,984-63.1% | $3,203-31.1% |
| Admin fee / account holder | $1,087 | $4,826-77.5% | $8,357-87.0% | $4,296-74.7% |