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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 | $103,389 | $78,520+31.7% | $96,576+7.1% | $82,448+25.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 10.58% | 41.30%-30.7pp | 38.47%-27.9pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,264 | $2,630-13.9% | $3,553-36.3% | $2,551-11.3% |
| Participant deferral / active EE | $4,840 | $6,754-28.3% | $7,956-39.2% | $4,139+16.9% |
| Admin fee / account holder | $3,874 | $13,455-71.2% | $11,381-66.0% | $7,234-46.4% |