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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 | $120,249 | $63,845+88.3% | $81,370+47.8% | $80,959+48.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 2.31% | 16.37%-14.1pp | 24.85%-22.5pp | 35.67%-33.4pp |
| Employer contribution / active EE | $13,379 | $1,980+575.8% | $2,464+443.0% | $2,757+385.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $15,357 | $5,688+170.0% | $5,749+167.1% | $6,925+121.7% |