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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 | $116,066 | $54,541+112.8% | $78,778+47.3% | $70,124+65.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 6.11% | 21.07%-15.0pp | 35.62%-29.5pp | 73.14%-67.0pp |
| Employer contribution / active EE | $8,389 | $1,089+670.7% | $1,986+322.5% | $2,342+258.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,547 | $3,709+588.9% | $5,134+397.6% | $4,645+449.9% |