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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 | $99,577 | $83,073+19.9% | $88,457+12.6% | $87,485+13.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.6%+21.4pp | 68.9%+31.1pp |
| Annual return | 2.20% | 15.48%-13.3pp | 32.69%-30.5pp | 26.06%-23.9pp |
| Employer contribution / active EE | $5,077 | $4,044+25.5% | $4,681+8.5% | $2,596+95.6% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,667-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,461 | $7,192-79.7% | $9,606-84.8% | $7,775-81.2% |