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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 | $179,337 | $55,684+222.1% | $75,900+136.3% | $72,976+145.7% |
| Participation rate | 98.0% | 61.1%+36.8pp | 69.3%+28.7pp | 69.5%+28.5pp |
| Annual return | 2.67% | 27.60%-24.9pp | 30.73%-28.1pp | 81.02%-78.3pp |
| Employer contribution / active EE | $7,166 | $1,687+324.8% | $2,501+186.5% | $2,440+193.7% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,821 | $3,981-54.3% | $5,421-66.4% | $5,124-64.5% |