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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 | $98,987 | $77,896+27.1% | $134,172-26.2% | $82,448+20.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 9.17% | 18.21%-9.0pp | 25.30%-16.1pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,717 | $2,159-20.5% | $3,420-49.8% | $2,551-32.7% |
| Participant deferral / active EE | $2,916 | $3,162-7.8% | $4,690-37.8% | $4,139-29.6% |
| Admin fee / account holder | $6,232 | $6,336-1.6% | $12,016-48.1% | $7,234-13.9% |