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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 | $65,669 | $58,627+12.0% | $76,735-14.4% | $82,448-20.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 9.59% | 39.10%-29.5pp | 29.77%-20.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $14,545 | $1,729+741.2% | $2,454+492.7% | $2,551+470.2% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,758 | $5,323-48.2% | $7,189-61.6% | $7,234-61.9% |