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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 | $93,884 | $124,330-24.5% | $109,173-14.0% | $167,536-44.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.34% | 26.04%-18.7pp | 25.75%-18.4pp | 478.82%-471.5pp |
| Employer contribution / active EE | $7,762 | $4,209+84.4% | $3,723+108.5% | $4,839+60.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $694 | $7,974-91.3% | $6,755-89.7% | $12,315-94.4% |