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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 | $34,057 | $86,050-60.4% | $189,758-82.1% | $94,015-63.8% |
| Participation rate | 80.0% | 68.9%+11.1pp | 79.8%+0.2pp | 70.8%+9.2pp |
| Annual return | 10.49% | 17.77%-7.3pp | 52.62%-42.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $8,182 | $2,819+190.2% | $4,767+71.6% | $2,790+193.2% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,528 | $6,627-61.8% | $20,388-87.6% | $8,951-71.8% |