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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 | $53,978 | $76,564-29.5% | $105,582-48.9% | $94,015-42.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 8.10% | 20.69%-12.6pp | 18.61%-10.5pp | 17.84%-9.7pp |
| Employer contribution / active EE | $2,058 | $1,995+3.2% | $2,984-31.0% | $2,790-26.2% |
| Participant deferral / active EE | $2,308 | $3,320-30.5% | $4,353-47.0% | $4,249-45.7% |
| Admin fee / account holder | $1,173 | $7,129-83.5% | $12,856-90.9% | $8,951-86.9% |