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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 | $227,167 | $162,967+39.4% | $135,792+67.3% | $138,895+63.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 8.03% | 30.08%-22.0pp | 25.96%-17.9pp | 145.39%-137.4pp |
| Employer contribution / active EE | $33,425 | $4,211+693.7% | $3,496+856.2% | $4,194+696.9% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,593 | $15,306-83.1% | $12,266-78.9% | $12,562-79.4% |