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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 | $75,255 | $52,306+43.9% | $69,779+7.8% | $62,881+19.7% |
| Participation rate | 96.9% | 67.2%+29.6pp | 71.8%+25.1pp | 69.3%+27.6pp |
| Annual return | 1.00% | 13.35%-12.4pp | 12.99%-12.0pp | 20.14%-19.1pp |
| Employer contribution / active EE | $5,469 | $1,799+204.0% | $2,338+133.9% | $2,281+139.8% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,553 | $3,691+185.9% | $4,381+140.9% | $4,296+145.7% |