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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 | $73,312 | $87,106-15.8% | $105,607-30.6% | $80,935-9.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.01% | 17.01%-10.0pp | 116.11%-109.1pp | 35.66%-28.7pp |
| Employer contribution / active EE | $8,000 | $2,396+233.9% | $3,167+152.6% | $2,757+190.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $502 | $8,447-94.1% | $10,958-95.4% | $6,924-92.8% |