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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 | $104,127 | $67,606+54.0% | $82,313+26.5% | $70,124+48.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.52% | 21.57%-11.0pp | 25.88%-15.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $3,846 | $1,755+119.2% | $2,428+58.4% | $2,342+64.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,390 | $4,512+285.4% | $5,608+210.1% | $4,645+274.4% |