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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 | $102,217 | $112,729-9.3% | $98,716+3.5% | $137,256-25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 7.76% | 38.48%-30.7pp | 31.81%-24.0pp | 220.34%-212.6pp |
| Employer contribution / active EE | $4,687 | $2,725+72.0% | $2,279+105.7% | $4,156+12.8% |
| Participant deferral / active EE | $14,900 | $4,640+221.1% | $4,048+268.1% | $6,407+132.6% |
| Admin fee / account holder | $838 | $10,129-91.7% | $8,703-90.4% | $12,270-93.2% |