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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 | $60,444+64.7% | $68,948+44.4% | $82,448+20.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 2.20% | 15.42%-13.2pp | 28.39%-26.2pp | 41.64%-39.4pp |
| Employer contribution / active EE | $5,077 | $3,449+47.2% | $4,165+21.9% | $2,551+99.0% |
| Participant deferral / active EE | $0 | $3,658-100.0% | $6,186-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,461 | $6,421-77.2% | $7,539-80.6% | $7,234-79.8% |