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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 | $72,780 | $58,512+24.4% | $84,020-13.4% | $72,983-0.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.50% | 28.93%-12.4pp | 71.31%-54.8pp | 81.01%-64.5pp |
| Employer contribution / active EE | $2,635 | $1,163+126.6% | $1,984+32.9% | $2,440+8.0% |
| Participant deferral / active EE | $4,382 | $2,394+83.0% | $3,239+35.3% | $3,608+21.5% |
| Admin fee / account holder | $439 | $4,569-90.4% | $6,101-92.8% | $5,124-91.4% |