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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 | $88,328 | $95,453-7.5% | $112,040-21.2% | $82,448+7.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.58% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $7,551 | $2,318+225.8% | $2,954+155.6% | $2,551+196.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,746 | $9,013-58.4% | $12,098-69.0% | $7,234-48.2% |