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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 | $44,227 | $49,239-10.2% | $70,462-37.2% | $79,858-44.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.00% | 30.08%-26.1pp | 109.08%-105.1pp | 31.72%-27.7pp |
| Employer contribution / active EE | $2,153 | $2,100+2.5% | $2,737-21.4% | $2,471-12.9% |
| Participant deferral / active EE | $4,083 | $2,769+47.5% | $3,710+10.1% | $3,740+9.2% |
| Admin fee / account holder | $3,538 | $2,876+23.0% | $3,845-8.0% | $5,306-33.3% |