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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 | $39,722 | $106,749-62.8% | $145,433-72.7% | $82,448-51.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.12% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $4,948 | $3,444+43.6% | $4,554+8.6% | $2,551+93.9% |
| Participant deferral / active EE | $6,258 | $6,519-4.0% | $7,897-20.8% | $4,139+51.2% |
| Admin fee / account holder | $6,512 | $8,390-22.4% | $13,129-50.4% | $7,234-10.0% |