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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 | $40,428 | $59,123-31.6% | $77,183-47.6% | $75,181-46.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 9.35% | 26.72%-17.4pp | 37.89%-28.5pp | 160.69%-151.3pp |
| Employer contribution / active EE | $2,112 | $1,996+5.9% | $2,534-16.6% | $2,671-20.9% |
| Participant deferral / active EE | $2,281 | $2,999-23.9% | $3,833-40.5% | $4,126-44.7% |
| Admin fee / account holder | $2,930 | $4,776-38.6% | $5,475-46.5% | $5,650-48.1% |