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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 | $79,677 | $101,795-21.7% | $165,100-51.7% | $80,959-1.6% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 3.29% | 16.73%-13.4pp | 70.21%-66.9pp | 35.67%-32.4pp |
| Employer contribution / active EE | $10,995 | $2,954+272.3% | $4,348+152.9% | $2,757+298.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $9,153 | $8,221+11.3% | $12,696-27.9% | $6,925+32.2% |