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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 | $26,056 | $69,590-62.6% | $136,867-81.0% | $94,015-72.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 9.62% | 19.62%-10.0pp | 42.97%-33.4pp | 17.84%-8.2pp |
| Employer contribution / active EE | $7,215 | $2,396+201.1% | $3,547+103.4% | $2,790+158.6% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,777 | $8,912-1.5% | $10,340-15.1% | $8,951-2.0% |