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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 | $57,562 | $109,782-47.6% | $260,467-77.9% | $94,015-38.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 80.5%+19.5pp | 70.8%+29.2pp |
| Annual return | 6.37% | 18.60%-12.2pp | 100.60%-94.2pp | 17.84%-11.5pp |
| Employer contribution / active EE | $3,265 | $2,147+52.1% | $4,239-23.0% | $2,790+17.0% |
| Participant deferral / active EE | $1,815 | $4,044-55.1% | $6,319-71.3% | $4,249-57.3% |
| Admin fee / account holder | $8,769 | $11,958-26.7% | $15,461-43.3% | $8,951-2.0% |