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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 | $117,313 | $73,978+58.6% | $96,515+21.5% | $75,173+56.1% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.3pp |
| Annual return | 12.54% | 26.72%-14.2pp | 35.73%-23.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $21,117 | $2,931+620.6% | $3,740+464.7% | $2,671+690.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,501 | $5,219-52.1% | $6,735-62.9% | $5,651-55.7% |