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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 | $123,970 | $149,778-17.2% | $118,946+4.2% | $158,966-22.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.65% | 19.95%-14.3pp | 35.89%-30.2pp | 302.95%-297.3pp |
| Employer contribution / active EE | $7,895 | $4,117+91.8% | $3,263+141.9% | $4,762+65.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,006 | $8,604-76.7% | $6,581-69.5% | $11,250-82.2% |