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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 | $113,703 | $112,729+0.9% | $98,716+15.2% | $137,256-17.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 3.33% | 38.48%-35.2pp | 31.81%-28.5pp | 220.34%-217.0pp |
| Employer contribution / active EE | $16,667 | $2,725+511.6% | $2,279+631.5% | $4,156+301.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,683 | $10,129-14.3% | $8,703-0.2% | $12,270-29.2% |