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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 | $108,278 | $181,896-40.5% | $156,551-30.8% | $273,972-60.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.53% | 30.74%-28.2pp | 32.23%-29.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,990 | $6,248-52.1% | $5,501-45.7% | $4,869-38.6% |
| Participant deferral / active EE | $10,773 | $5,550+94.1% | $4,871+121.2% | $5,287+103.7% |
| Admin fee / account holder | $349 | $15,560-97.8% | $13,028-97.3% | $10,133-96.6% |