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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 | $74,333 | $78,707-5.6% | $117,861-36.9% | $70,126+6.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 9.57% | 23.30%-13.7pp | 335.11%-325.5pp | 73.15%-63.6pp |
| Employer contribution / active EE | $2,964 | $2,223+33.3% | $3,786-21.7% | $2,343+26.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,609 | $5,066-68.2% | $8,021-79.9% | $4,645-65.4% |