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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 | $58,922 | $92,798-36.5% | $96,707-39.1% | $137,256-57.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 10.05% | 31.24%-21.2pp | 34.78%-24.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,054 | $4,147-50.5% | $4,191-51.0% | $4,156-50.6% |
| Participant deferral / active EE | $4,093 | $5,877-30.3% | $5,997-31.7% | $6,407-36.1% |
| Admin fee / account holder | $1,605 | $7,946-79.8% | $7,503-78.6% | $12,270-86.9% |