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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 | $45,621 | $80,985-43.7% | $96,576-52.8% | $75,181-39.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.40% | 27.05%-14.6pp | 25.87%-13.5pp | 160.69%-148.3pp |
| Employer contribution / active EE | $2,089 | $2,282-8.5% | $2,965-29.5% | $2,671-21.8% |
| Participant deferral / active EE | $2,996 | $3,929-23.7% | $4,851-38.2% | $4,126-27.4% |
| Admin fee / account holder | $2,150 | $6,719-68.0% | $8,253-74.0% | $5,650-61.9% |