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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 | $105,959 | $63,082+68.0% | $81,726+29.7% | $79,856+32.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 8.56% | 22.66%-14.1pp | 29.49%-20.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $5,228 | $1,795+191.2% | $4,311+21.3% | $2,471+111.5% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $342 | $4,428-92.3% | $5,160-93.4% | $5,306-93.6% |