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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 | $119,486 | $48,078+148.5% | $78,676+51.9% | $62,881+90.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.41% | 31.36%-27.9pp | 62.19%-58.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,328 | $2,015+15.5% | $2,850-18.3% | $2,281+2.1% |
| Participant deferral / active EE | $6,168 | $2,587+138.4% | $3,517+75.4% | $3,203+92.6% |
| Admin fee / account holder | $1,694 | $3,206-47.2% | $4,510-62.4% | $4,296-60.6% |