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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 | $106,393 | $77,638+37.0% | $156,551-32.0% | $62,881+69.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.08% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $7,339 | $3,444+113.1% | $5,501+33.4% | $2,281+221.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12,830 | $5,561+130.7% | $13,028-1.5% | $4,296+198.7% |