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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 | $98,424 | $85,024+15.8% | $70,544+39.5% | $139,466-29.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 8.71% | 30.39%-21.7pp | 32.79%-24.1pp | 373.66%-365.0pp |
| Employer contribution / active EE | $3,476 | $3,912-11.1% | $2,976+16.8% | $4,754-26.9% |
| Participant deferral / active EE | $10,294 | $5,891+74.7% | $4,568+125.3% | $6,712+53.4% |
| Admin fee / account holder | $7,445 | $8,928-16.6% | $6,427+15.8% | $11,409-34.7% |