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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 | $107,940 | $91,559+17.9% | $133,959-19.4% | $79,858+35.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.10% | 61.85%-52.8pp | 45.09%-36.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,625 | $2,384+10.1% | $3,919-33.0% | $2,471+6.2% |
| Participant deferral / active EE | $5,434 | $3,734+45.5% | $5,047+7.7% | $3,740+45.3% |
| Admin fee / account holder | $1,543 | $6,321-75.6% | $8,928-82.7% | $5,306-70.9% |