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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 | $70,241 | $89,364-21.4% | $141,177-50.2% | $72,983-3.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.67% | 111.86%-93.2pp | 71.40%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $2,030 | $3,115-34.8% | $4,736-57.1% | $2,440-16.8% |
| Participant deferral / active EE | $5,219 | $5,419-3.7% | $6,710-22.2% | $3,608+44.7% |
| Admin fee / account holder | $1,008 | $5,959-83.1% | $10,263-90.2% | $5,124-80.3% |