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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 | $82,079 | $275,752-70.2% | $256,809-68.0% | $198,609-58.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.19% | 34.81%-30.6pp | 32.73%-28.5pp | 202.70%-198.5pp |
| Employer contribution / active EE | $4,495 | $7,721-41.8% | $7,263-38.1% | $5,055-11.1% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,053 | $25,716-95.9% | $25,146-95.8% | $19,030-94.5% |