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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 | $86,327 | $83,485+3.4% | $125,195-31.0% | $72,976+18.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 13.86% | 25.77%-11.9pp | 43.79%-29.9pp | 81.02%-67.2pp |
| Employer contribution / active EE | $8,571 | $2,346+265.4% | $3,866+121.7% | $2,440+251.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,581 | $5,518-71.4% | $9,704-83.7% | $5,124-69.2% |