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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 | $60,396 | $95,453-36.7% | $112,040-46.1% | $82,448-26.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 4.47% | 23.92%-19.5pp | 24.52%-20.1pp | 41.64%-37.2pp |
| Employer contribution / active EE | $2,107 | $2,318-9.1% | $2,954-28.7% | $2,551-17.4% |
| Participant deferral / active EE | $3,853 | $4,224-8.8% | $5,098-24.4% | $4,139-6.9% |
| Admin fee / account holder | $3,985 | $9,013-55.8% | $12,098-67.1% | $7,234-44.9% |