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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 | $30,682 | $91,037-66.3% | $71,671-57.2% | $147,586-79.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 6.55% | 20.48%-13.9pp | 20.65%-14.1pp | 578.59%-572.0pp |
| Employer contribution / active EE | $6,665 | $3,327+100.3% | $2,460+171.0% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,868 | $8,613-78.3% | $5,558-66.4% | $10,886-82.8% |