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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 | $73,236 | $72,486+1.0% | $87,103-15.9% | $72,976+0.4% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 15.48% | 24.46%-9.0pp | 28.19%-12.7pp | 81.02%-65.5pp |
| Employer contribution / active EE | $4,259 | $1,894+124.9% | $2,521+68.9% | $2,440+74.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,198 | $5,055-36.7% | $7,491-57.3% | $5,124-37.6% |