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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 | $177,405 | $49,025+261.9% | $87,502+102.7% | $62,881+182.1% |
| Participation rate | 96.2% | 64.9%+31.3pp | 73.8%+22.3pp | 69.3%+26.8pp |
| Annual return | -2.75% | 10.02%-12.8pp | 12.21%-15.0pp | 20.14%-22.9pp |
| Employer contribution / active EE | $11,243 | $1,372+719.6% | $2,550+341.0% | $2,281+392.9% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,108 | $4,065+124.0% | $4,221+115.8% | $4,296+112.0% |