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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 | $171,203 | $79,955+114.1% | $98,461+73.9% | $75,173+127.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 4.69% | 19.75%-15.1pp | 21.17%-16.5pp | 160.72%-156.0pp |
| Employer contribution / active EE | $8,401 | $2,264+271.0% | $3,049+175.6% | $2,671+214.5% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,463 | $6,841-78.6% | $8,961-83.7% | $5,651-74.1% |