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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 | $187,492 | $93,598+100.3% | $135,974+37.9% | $75,173+149.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.82% | 30.89%-22.1pp | 68.30%-59.5pp | 160.72%-151.9pp |
| Employer contribution / active EE | $12,554 | $3,538+254.8% | $4,859+158.4% | $2,671+370.0% |
| Participant deferral / active EE | $10,669 | $6,405+66.6% | $7,760+37.5% | $4,126+158.6% |
| Admin fee / account holder | $65,026 | $6,978+831.9% | $10,767+504.0% | $5,651+1050.8% |