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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 | $171,939 | $106,864+60.9% | $147,318+16.7% | $82,637+108.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.11% | 27.49%-16.4pp | 70.43%-59.3pp | 53.51%-42.4pp |
| Employer contribution / active EE | $3,892 | $3,417+13.9% | $4,593-15.2% | $2,552+52.5% |
| Participant deferral / active EE | $14,014 | $6,496+115.7% | $7,906+77.3% | $4,126+239.6% |
| Admin fee / account holder | $20,451 | $8,415+143.0% | $13,708+49.2% | $7,339+178.7% |