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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 | $56,420 | $106,749-47.1% | $145,433-61.2% | $82,448-31.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.85% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $5,491 | $3,444+59.4% | $4,554+20.6% | $2,551+115.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,441 | $8,390-70.9% | $13,129-81.4% | $7,234-66.3% |