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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 | $215,986 | $113,338+90.6% | $94,993+127.4% | $147,586+46.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 4.35% | 20.80%-16.4pp | 27.14%-22.8pp | 578.59%-574.2pp |
| Employer contribution / active EE | $19,437 | $3,160+515.0% | $2,603+646.6% | $4,876+298.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,710 | $6,063-5.8% | $4,960+15.1% | $10,886-47.5% |