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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 | $96,386 | $67,411+43.0% | $91,004+5.9% | $70,126+37.4% |
| Participation rate | 85.2% | 71.4%+13.8pp | 75.6%+9.6pp | 69.5%+15.6pp |
| Annual return | 11.22% | -40.16%+51.4pp | 4.60%+6.6pp | 73.15%-61.9pp |
| Employer contribution / active EE | $9,081 | $1,786+408.5% | $2,456+269.8% | $2,343+287.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,020 | $4,236-75.9% | $5,417-81.2% | $4,645-78.0% |