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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 | $87,846 | $73,787+19.1% | $98,716-11.0% | $82,448+6.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 8.28% | 18.57%-10.3pp | 31.81%-23.5pp | 41.64%-33.4pp |
| Employer contribution / active EE | $4,656 | $1,511+208.1% | $2,279+104.3% | $2,551+82.5% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,606 | $6,500-13.8% | $8,703-35.6% | $7,234-22.5% |