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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 | $49,452 | $67,602-26.8% | $82,312-39.9% | $70,126-29.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.61% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,062 | $1,755+17.5% | $2,428-15.1% | $2,343-12.0% |
| Participant deferral / active EE | $6,970 | $2,987+133.3% | $3,706+88.1% | $3,332+109.2% |
| Admin fee / account holder | $6,530 | $4,512+44.7% | $5,608+16.5% | $4,645+40.6% |