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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 | $95,205 | $54,541+74.6% | $78,778+20.9% | $70,124+35.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 6.74% | 21.07%-14.3pp | 35.62%-28.9pp | 73.14%-66.4pp |
| Employer contribution / active EE | $4,074 | $1,089+274.3% | $1,986+105.2% | $2,342+73.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,843 | $3,709-23.4% | $5,134-44.6% | $4,645-38.8% |