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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 | $158,132 | $113,338+39.5% | $94,993+66.5% | $147,586+7.1% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 3.78% | 20.80%-17.0pp | 27.14%-23.4pp | 578.59%-574.8pp |
| Employer contribution / active EE | $13,125 | $3,160+315.3% | $2,603+404.1% | $4,876+169.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,972 | $6,063-51.0% | $4,960-40.1% | $10,886-72.7% |