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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 | $80,844 | $93,598-13.6% | $135,974-40.5% | $75,173+7.5% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 13.10% | 30.89%-17.8pp | 68.30%-55.2pp | 160.72%-147.6pp |
| Employer contribution / active EE | $7,156 | $3,538+102.3% | $4,859+47.3% | $2,671+167.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,255 | $6,978-53.4% | $10,767-69.8% | $5,651-42.4% |