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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 | $78,090 | $72,486+7.7% | $87,103-10.3% | $72,976+7.0% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 6.30% | 24.46%-18.2pp | 28.19%-21.9pp | 81.02%-74.7pp |
| Employer contribution / active EE | $4,730 | $1,894+149.7% | $2,521+87.6% | $2,440+93.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $460 | $5,055-90.9% | $7,491-93.9% | $5,124-91.0% |