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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 | $81,084 | $65,712+23.4% | $57,196+41.8% | $273,972-70.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.92% | 22.01%-21.1pp | 14.59%-13.7pp | 41.46%-40.5pp |
| Employer contribution / active EE | $3,841 | $3,280+17.1% | $2,683+43.2% | $4,869-21.1% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $974 | $4,838-79.9% | $3,141-69.0% | $10,133-90.4% |