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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 | $98,662 | $107,421-8.2% | $182,262-45.9% | $94,015+4.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 10.25% | 21.32%-11.1pp | 140.60%-130.3pp | 17.84%-7.6pp |
| Employer contribution / active EE | $7,213 | $3,448+109.2% | $5,046+42.9% | $2,790+158.5% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,542 | $8,692-82.3% | $16,712-90.8% | $8,951-82.8% |