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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 | $104,402 | $72,492+44.0% | $87,104+19.9% | $72,975+43.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.31% | 24.46%-21.1pp | 28.19%-24.9pp | 81.01%-77.7pp |
| Employer contribution / active EE | $10,747 | $1,894+467.4% | $2,521+326.2% | $2,440+340.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $647 | $5,055-87.2% | $7,491-91.4% | $5,124-87.4% |