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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 | $89,019 | $78,425+13.5% | $95,956-7.2% | $79,858+11.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.68% | 19.37%-10.7pp | 91.63%-82.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,413 | $1,945-27.3% | $2,541-44.4% | $2,471-42.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,220 | $5,622+152.9% | $6,797+109.2% | $5,306+168.0% |