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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 | $118,442 | $99,635+18.9% | $99,460+19.1% | $198,609-40.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 8.57% | 11.15%-2.6pp | 11.98%-3.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $5,920 | $6,694-11.6% | $6,049-2.1% | $5,055+17.1% |
| Participant deferral / active EE | $14,810 | $6,766+118.9% | $5,995+147.0% | $6,977+112.3% |
| Admin fee / account holder | $104,969 | $22,915+358.1% | $18,725+460.6% | $19,030+451.6% |