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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 | $153,926 | $212,386-27.5% | $199,883-23.0% | $138,895+10.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.13% | 47.75%-37.6pp | 43.81%-33.7pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,878 | $6,625-56.6% | $6,261-54.0% | $4,194-31.4% |
| Participant deferral / active EE | $7,500 | $9,617-22.0% | $9,138-17.9% | $6,396+17.3% |
| Admin fee / account holder | $3,775 | $18,233-79.3% | $17,268-78.1% | $12,562-70.0% |