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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 | $102,758 | $104,251-1.4% | $91,004+12.9% | $147,586-30.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.56% | 27.06%-20.5pp | 4.60%+2.0pp | 578.59%-572.0pp |
| Employer contribution / active EE | $768 | $3,116-75.3% | $2,456-68.7% | $4,876-84.2% |
| Participant deferral / active EE | $1,944 | $4,195-53.7% | $3,548-45.2% | $5,439-64.3% |
| Admin fee / account holder | $1,290 | $8,948-85.6% | $5,417-76.2% | $10,886-88.2% |