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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 | $116,019 | $51,708+124.4% | $106,619+8.8% | $62,881+84.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -14.30% | 4.69%-19.0pp | 9.42%-23.7pp | 20.14%-34.4pp |
| Employer contribution / active EE | $5,882 | $1,764+233.5% | $3,947+49.0% | $2,281+157.9% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,213 | $3,349+115.4% | $6,418+12.4% | $4,296+67.9% |