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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 | $91,362 | $118,488-22.9% | $98,462-7.2% | $139,487-34.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 6.48% | 18.96%-12.5pp | 21.17%-14.7pp | 373.84%-367.4pp |
| Employer contribution / active EE | $12,500 | $3,611+246.2% | $3,049+310.0% | $4,755+162.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40,314 | $13,868+190.7% | $8,875+354.3% | $11,407+253.4% |