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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 | $148,374 | $112,729+31.6% | $98,716+50.3% | $137,256+8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.48% | 38.48%-33.0pp | 31.81%-26.3pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,391 | $2,725-12.3% | $2,279+4.9% | $4,156-42.5% |
| Participant deferral / active EE | $11,513 | $4,640+148.1% | $4,048+184.4% | $6,407+79.7% |
| Admin fee / account holder | $1,004 | $10,129-90.1% | $8,703-88.5% | $12,270-91.8% |