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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 | $132,547 | $106,749+24.2% | $145,433-8.9% | $82,448+60.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.88% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $4,105 | $3,444+19.2% | $4,554-9.9% | $2,551+60.9% |
| Participant deferral / active EE | $10,282 | $6,519+57.7% | $7,897+30.2% | $4,139+148.4% |
| Admin fee / account holder | $9,808 | $8,390+16.9% | $13,129-25.3% | $7,234+35.6% |