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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 | $112,552 | $81,262+38.5% | $155,602-27.7% | $80,911+39.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.57% | 33.34%-23.8pp | 64.81%-55.2pp | 35.63%-26.1pp |
| Employer contribution / active EE | $1,059 | $3,102-65.8% | $4,675-77.3% | $2,756-61.6% |
| Participant deferral / active EE | $3,883 | $3,451+12.5% | $5,629-31.0% | $4,297-9.6% |
| Admin fee / account holder | $1,834 | $7,992-77.1% | $15,923-88.5% | $6,935-73.6% |