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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 | $82,425 | $67,602+21.9% | $82,312+0.1% | $70,126+17.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.40% | 21.57%-13.2pp | 25.88%-17.5pp | 73.15%-64.7pp |
| Employer contribution / active EE | $5,797 | $1,755+230.3% | $2,428+138.7% | $2,343+147.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,810 | $4,512+117.4% | $5,608+74.9% | $4,645+111.2% |