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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 | $80,807 | $81,358-0.7% | $155,556-48.1% | $80,959-0.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.56% | 33.39%-25.8pp | 64.84%-57.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $6,000 | $3,106+93.2% | $4,675+28.3% | $2,757+117.6% |
| Participant deferral / active EE | $4,093 | $3,455+18.5% | $5,631-27.3% | $4,300-4.8% |
| Admin fee / account holder | $1,228 | $7,994-84.6% | $15,885-92.3% | $6,925-82.3% |