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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 | $58,427 | $228,352-74.4% | $185,835-68.6% | $158,966-63.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.96% | 40.81%-37.8pp | 35.96%-33.0pp | 302.95%-300.0pp |
| Employer contribution / active EE | $4,874 | $4,967-1.9% | $4,087+19.2% | $4,762+2.3% |
| Participant deferral / active EE | $4,544 | $6,416-29.2% | $5,633-19.3% | $5,983-24.1% |
| Admin fee / account holder | $2,254 | $11,867-81.0% | $9,502-76.3% | $11,250-80.0% |