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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 | $147,986 | $118,496+24.9% | $98,461+50.3% | $139,466+6.1% |
| Participation rate | 77.8% | 77.5%+0.3pp | 75.2%+2.6pp | 80.3%-2.6pp |
| Annual return | 5.06% | 18.96%-13.9pp | 21.17%-16.1pp | 373.66%-368.6pp |
| Employer contribution / active EE | $16,667 | $3,611+361.6% | $3,049+446.7% | $4,754+250.6% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,980 | $14,056-71.7% | $8,961-55.6% | $11,409-65.1% |