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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 | $72,461 | $81,504-11.1% | $102,437-29.3% | $80,959-10.5% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.7%+23.0pp |
| Annual return | 5.45% | 25.60%-20.1pp | 24.95%-19.5pp | 35.67%-30.2pp |
| Employer contribution / active EE | $8,487 | $3,104+173.5% | $3,871+119.3% | $2,757+207.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,120 | $6,719-8.9% | $8,388-27.0% | $6,925-11.6% |