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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 | $41,247 | $45,079-8.5% | $69,461-40.6% | $72,983-43.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.76% | 22.65%-17.9pp | 28.97%-24.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | $2,913 | $2,055+41.8% | $2,779+4.8% | $2,440+19.4% |
| Participant deferral / active EE | $1,860 | $2,603-28.5% | $3,536-47.4% | $3,608-48.5% |
| Admin fee / account holder | $438 | $3,056-85.7% | $3,840-88.6% | $5,124-91.5% |