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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 | $95,011 | $123,478-23.1% | $216,567-56.1% | $94,015+1.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 9.57% | 23.61%-14.0pp | 12.94%-3.4pp | 17.84%-8.3pp |
| Employer contribution / active EE | $2,579 | $3,136-17.8% | $5,216-50.6% | $2,790-7.6% |
| Participant deferral / active EE | $2,858 | $4,556-37.3% | $6,191-53.8% | $4,249-32.7% |
| Admin fee / account holder | $4,463 | $12,753-65.0% | $21,981-79.7% | $8,951-50.1% |