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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 | $44,362 | $45,082-1.6% | $69,464-36.1% | $72,975-39.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.59% | 22.66%-18.1pp | 28.98%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $2,438 | $2,055+18.6% | $2,779-12.3% | $2,440-0.1% |
| Participant deferral / active EE | $2,314 | $2,604-11.1% | $3,536-34.6% | $3,608-35.9% |
| Admin fee / account holder | $941 | $3,057-69.2% | $3,840-75.5% | $5,124-81.6% |