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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 | $57,180 | $98,240-41.8% | $82,312-30.5% | $147,586-61.3% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 0.76% | 30.85%-30.1pp | 25.88%-25.1pp | 578.59%-577.8pp |
| Employer contribution / active EE | $9,910 | $3,192+210.5% | $2,428+308.1% | $4,876+103.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,513 | $8,563-70.7% | $5,608-55.2% | $10,886-76.9% |