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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 | $124,980+18.7% | $108,359+36.9% | $154,746-4.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.48% | 45.00%-39.5pp | 36.89%-31.4pp | 172.34%-166.9pp |
| Employer contribution / active EE | $2,391 | $2,851-16.1% | $2,399-0.4% | $4,379-45.4% |
| Participant deferral / active EE | $11,513 | $4,743+142.7% | $4,137+178.3% | $6,730+71.1% |
| Admin fee / account holder | $1,004 | $11,502-91.3% | $9,741-89.7% | $14,365-93.0% |