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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 | $135,811 | $106,749+27.2% | $145,433-6.6% | $82,448+64.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.81% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $5,108 | $3,444+48.3% | $4,554+12.1% | $2,551+100.2% |
| Participant deferral / active EE | $10,767 | $6,519+65.2% | $7,897+36.3% | $4,139+160.1% |
| Admin fee / account holder | $9,826 | $8,390+17.1% | $13,129-25.2% | $7,234+35.8% |