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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 | $74,943 | $116,462-35.7% | $525,660-85.7% | $116,462-35.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 88.1%+11.9pp | 74.7%+25.3pp |
| Annual return | 11.32% | 15.65%-4.3pp | -7.17%+18.5pp | 15.65%-4.3pp |
| Employer contribution / active EE | $3,246 | $3,231+0.5% | $6,528-50.3% | $3,231+0.5% |
| Participant deferral / active EE | $2,402 | $3,836-37.4% | $3,867-37.9% | $3,836-37.4% |
| Admin fee / account holder | $2,610 | $12,754-79.5% | $34,307-92.4% | $12,754-79.5% |