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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 | $123,155+20.5% | $108,753+36.4% | $155,188-4.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.48% | 44.73%-39.3pp | 37.47%-32.0pp | 148.84%-143.4pp |
| Employer contribution / active EE | $2,391 | $2,811-14.9% | $2,427-1.5% | $4,248-43.7% |
| Participant deferral / active EE | $11,513 | $4,623+149.0% | $4,115+179.8% | $6,531+76.3% |
| Admin fee / account holder | $1,004 | $12,126-91.7% | $10,320-90.3% | $14,480-93.1% |