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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 | $104,098-42.0% | $140,514-57.0% | $94,015-35.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 4.47% | 15.14%-10.7pp | 14.36%-9.9pp | 17.84%-13.4pp |
| Employer contribution / active EE | $2,107 | $2,388-11.8% | $3,378-37.6% | $2,790-24.5% |
| Participant deferral / active EE | $3,853 | $4,033-4.5% | $4,919-21.7% | $4,249-9.3% |
| Admin fee / account holder | $3,985 | $10,439-61.8% | $13,697-70.9% | $8,951-55.5% |