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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 | $108,825-12.7% | $156,181-39.2% | $82,448+15.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.57% | 20.59%-11.0pp | 64.87%-55.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $2,579 | $2,870-10.1% | $4,294-39.9% | $2,551+1.1% |
| Participant deferral / active EE | $2,858 | $4,577-37.6% | $6,132-53.4% | $4,139-30.9% |
| Admin fee / account holder | $4,463 | $9,341-52.2% | $14,586-69.4% | $7,234-38.3% |