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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 | $79,653 | $92,798-14.2% | $96,707-17.6% | $137,256-42.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.93% | 31.24%-19.3pp | 34.78%-22.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,315 | $4,147+4.0% | $4,191+3.0% | $4,156+3.8% |
| Participant deferral / active EE | $5,987 | $5,877+1.9% | $5,997-0.2% | $6,407-6.6% |
| Admin fee / account holder | $14,871 | $7,946+87.2% | $7,503+98.2% | $12,270+21.2% |