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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 | $167,440 | $104,709+59.9% | $85,705+95.4% | $167,553-0.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.54% | 21.45%-12.9pp | 21.49%-13.0pp | 478.89%-470.4pp |
| Employer contribution / active EE | $2,841 | $3,338-14.9% | $2,619+8.5% | $4,840-41.3% |
| Participant deferral / active EE | $11,294 | $4,827+134.0% | $3,924+187.8% | $6,343+78.1% |
| Admin fee / account holder | $4,963 | $10,036-50.5% | $6,877-27.8% | $12,316-59.7% |