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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 | $121,683 | $72,273+68.4% | $101,275+20.2% | $79,856+52.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.23% | 22.30%-14.1pp | 46.48%-38.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $7,060 | $2,691+162.3% | $3,660+92.9% | $2,471+185.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,761 | $4,401-60.0% | $5,948-70.4% | $5,306-66.8% |