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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 | $85,953 | $110,379-22.1% | $102,412-16.1% | $145,884-41.1% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.4pp | 80.3%+12.6pp |
| Annual return | 4.24% | 24.84%-20.6pp | 24.94%-20.7pp | 551.85%-547.6pp |
| Employer contribution / active EE | $8,571 | $4,216+103.3% | $3,870+121.5% | $4,662+83.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,358 | $9,745-75.8% | $8,388-71.9% | $13,392-82.4% |