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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 | $70,844 | $59,804+18.5% | $81,982-13.6% | $79,856-11.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 7.19% | 17.56%-10.4pp | 41.31%-34.1pp | 31.71%-24.5pp |
| Employer contribution / active EE | $4,412 | $1,713+157.5% | $2,498+76.6% | $2,471+78.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,910 | $4,288-32.1% | $5,665-48.6% | $5,306-45.2% |