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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 | $48,852 | $57,119-14.5% | $85,187-42.7% | $80,935-39.6% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 10.27% | 21.70%-11.4pp | 66.67%-56.4pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,741 | $1,802+52.2% | $2,732+0.3% | $2,757-0.6% |
| Participant deferral / active EE | $6,275 | $3,115+101.4% | $4,525+38.7% | $4,299+45.9% |
| Admin fee / account holder | $376 | $4,990-92.5% | $6,162-93.9% | $6,924-94.6% |