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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 | $75,181 | $77,920-3.5% | $149,723-49.8% | $75,1770% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.58% | 31.72%-23.1pp | 134.50%-125.9pp | 160.75%-152.2pp |
| Employer contribution / active EE | $8,000 | $3,138+154.9% | $4,821+65.9% | $2,671+199.5% |
| Participant deferral / active EE | $3,604 | $3,411+5.6% | $5,682-36.6% | $4,126-12.7% |
| Admin fee / account holder | $1,665 | $5,951-72.0% | $13,215-87.4% | $5,651-70.5% |