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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 | $78,069 | $107,666-27.5% | $102,184-23.6% | $154,746-49.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 7.85% | 29.33%-21.5pp | 31.58%-23.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $2,523 | $3,846-34.4% | $3,594-29.8% | $4,379-42.4% |
| Participant deferral / active EE | $5,627 | $8,719-35.5% | $8,309-32.3% | $6,730-16.4% |
| Admin fee / account holder | $684 | $12,943-94.7% | $11,609-94.1% | $14,365-95.2% |