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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 | $106,864-47.2% | $147,318-61.7% | $82,637-31.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.85% | 27.49%-15.6pp | 70.43%-58.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $5,491 | $3,417+60.7% | $4,593+19.5% | $2,552+115.1% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,441 | $8,415-71.0% | $13,708-82.2% | $7,339-66.7% |