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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 | $48,067 | $81,446-41.0% | $103,374-53.5% | $80,874-40.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.50% | 25.57%-17.1pp | 24.89%-16.4pp | 35.62%-27.1pp |
| Employer contribution / active EE | $2,257 | $3,107-27.4% | $3,869-41.7% | $2,756-18.1% |
| Participant deferral / active EE | $5,214 | $3,870+34.7% | $5,058+3.1% | $4,297+21.3% |
| Admin fee / account holder | $967 | $6,715-85.6% | $8,394-88.5% | $6,935-86.1% |