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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 | $104,940 | $84,233+24.6% | $170,436-38.4% | $70,131+49.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.99% | 23.06%-15.1pp | 205.94%-197.9pp | 73.14%-65.2pp |
| Employer contribution / active EE | $2,703 | $3,387-20.2% | $5,433-50.3% | $2,342+15.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,029 | $5,698-11.7% | $13,880-63.8% | $4,645+8.3% |