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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 | $104,315 | $52,279+99.5% | $89,435+16.6% | $79,856+30.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 8.75% | 22.16%-13.4pp | 245.55%-236.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $3,704 | $1,572+135.7% | $2,587+43.2% | $2,471+49.9% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,520 | $3,356-24.9% | $4,884-48.4% | $5,306-52.5% |