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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 | $46,347 | $161,352-71.3% | $134,172-65.5% | $137,256-66.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 6.61% | 28.72%-22.1pp | 25.30%-18.7pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,460 | $4,099-64.4% | $3,420-57.3% | $4,156-64.9% |
| Participant deferral / active EE | $7,023 | $5,552+26.5% | $4,690+49.7% | $6,407+9.6% |
| Admin fee / account holder | $729 | $15,028-95.2% | $12,016-93.9% | $12,270-94.1% |