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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 | $84,036 | $51,202+64.1% | $70,548+19.1% | $75,181+11.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.88% | 30.05%-17.2pp | 32.78%-19.9pp | 160.69%-147.8pp |
| Employer contribution / active EE | $5,497 | $1,827+200.9% | $2,975+84.8% | $2,671+105.8% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $621 | $4,094-84.8% | $6,424-90.3% | $5,650-89.0% |