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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 | $167,139 | $105,623+58.2% | $87,502+91.0% | $273,972-39.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.15% | 12.26%-12.1pp | 12.21%-12.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $16,962 | $3,141+440.1% | $2,550+565.3% | $4,869+248.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,395 | $4,781-70.8% | $4,221-66.9% | $10,133-86.2% |