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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 | $68,256 | $58,627+16.4% | $76,735-11.0% | $82,448-17.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 12.73% | 39.10%-26.4pp | 29.77%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $5,054 | $1,729+192.3% | $2,454+105.9% | $2,551+98.1% |
| Participant deferral / active EE | $8,643 | $3,134+175.8% | $4,088+111.4% | $4,139+108.8% |
| Admin fee / account holder | $17,578 | $5,323+230.3% | $7,189+144.5% | $7,234+143.0% |