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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 | $72,690 | $98,760-26.4% | $149,715-51.4% | $79,858-9.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 1.88% | 27.43%-25.5pp | 276.66%-274.8pp | 31.72%-29.8pp |
| Employer contribution / active EE | $3,716 | $3,217+15.5% | $4,645-20.0% | $2,471+50.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,454 | $6,053+39.7% | $9,310-9.2% | $5,306+59.3% |