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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 | $85,257 | $103,966-18.0% | $112,923-24.5% | $75,177+13.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 12.20% | 24.54%-12.3pp | 34.13%-21.9pp | 160.75%-148.5pp |
| Employer contribution / active EE | $1,631 | $3,870-57.9% | $4,570-64.3% | $2,671-38.9% |
| Participant deferral / active EE | $1,973 | $5,456-63.8% | $6,520-69.7% | $4,126-52.2% |
| Admin fee / account holder | $12,621 | $7,663+64.7% | $7,046+79.1% | $5,651+123.3% |