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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 | $74,850 | $213,785-65.0% | $185,441-59.6% | $155,188-51.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 4.41% | 19.97%-15.6pp | 20.16%-15.8pp | 148.84%-144.4pp |
| Employer contribution / active EE | $15,716 | $5,393+191.4% | $4,672+236.4% | $4,248+270.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,068 | $21,134-94.9% | $17,890-94.0% | $14,480-92.6% |