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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 | $74,135 | $114,712-35.4% | $173,730-57.3% | $87,485-15.3% |
| Participation rate | 96.6% | 73.0%+23.6pp | 79.6%+17.0pp | 68.9%+27.6pp |
| Annual return | 7.53% | 20.18%-12.7pp | 19.96%-12.4pp | 26.06%-18.5pp |
| Employer contribution / active EE | $11,135 | $2,904+283.4% | $4,577+143.3% | $2,596+328.9% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,382 | $10,210-57.1% | $17,523-75.0% | $7,775-43.6% |