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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 | $106,524-47.0% | $152,301-63.0% | $87,485-35.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 11.85% | 26.89%-15.0pp | 80.50%-68.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $5,491 | $3,371+62.9% | $4,624+18.7% | $2,596+111.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,441 | $8,287-70.5% | $14,398-83.0% | $7,775-68.6% |