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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 | $52,624 | $143,969-63.4% | $199,883-73.7% | $82,637-36.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 12.99% | 25.67%-12.7pp | 43.81%-30.8pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,794 | $4,632-61.3% | $6,261-71.4% | $2,552-29.7% |
| Participant deferral / active EE | $4,353 | $6,937-37.2% | $9,138-52.4% | $4,126+5.5% |
| Admin fee / account holder | $6,043 | $14,597-58.6% | $17,268-65.0% | $7,339-17.7% |