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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 | $170,114 | $102,938+65.3% | $94,105+80.8% | $138,895+22.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 5.64% | 250.28%-244.6pp | 204.55%-198.9pp | 145.39%-139.8pp |
| Employer contribution / active EE | $2,652 | $2,732-2.9% | $2,504+5.9% | $4,194-36.8% |
| Participant deferral / active EE | $4,123 | $4,196-1.7% | $3,881+6.3% | $6,396-35.5% |
| Admin fee / account holder | $15,468 | $6,600+134.4% | $6,199+149.5% | $12,562+23.1% |