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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 | $66,415 | $93,617-29.1% | $135,982-51.2% | $75,177-11.7% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.7pp | 67.2%+29.5pp |
| Annual return | 4.82% | 30.89%-26.1pp | 68.32%-63.5pp | 160.75%-155.9pp |
| Employer contribution / active EE | $6,935 | $3,538+96.0% | $4,859+42.7% | $2,671+159.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,634 | $6,980-62.3% | $10,767-75.5% | $5,651-53.4% |