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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 | $80,781 | $81,504-0.9% | $102,437-21.1% | $80,959-0.2% |
| Participation rate | 88.3% | 66.9%+21.5pp | 74.5%+13.8pp | 67.7%+20.7pp |
| Annual return | 7.66% | 25.60%-17.9pp | 24.95%-17.3pp | 35.67%-28.0pp |
| Employer contribution / active EE | $17,985 | $3,104+479.5% | $3,871+364.6% | $2,757+552.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,113 | $6,719-68.6% | $8,388-74.8% | $6,925-69.5% |