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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 | $239,650 | $87,037+175.3% | $106,201+125.7% | $80,874+196.3% |
| Participation rate | 94.7% | 70.4%+24.3pp | 75.3%+19.4pp | 67.6%+27.1pp |
| Annual return | 7.85% | 17.05%-9.2pp | 116.26%-108.4pp | 35.62%-27.8pp |
| Employer contribution / active EE | $19,984 | $2,396+734.0% | $3,170+530.5% | $2,756+625.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $47,855 | $8,434+467.4% | $11,039+333.5% | $6,935+590.0% |