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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 | $100,416 | $98,766+1.7% | $149,730-32.9% | $79,852+25.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.73% | 27.43%-17.7pp | 276.70%-267.0pp | 31.72%-22.0pp |
| Employer contribution / active EE | $3,233 | $3,217+0.5% | $4,645-30.4% | $2,471+30.8% |
| Participant deferral / active EE | $9,840 | $5,681+73.2% | $6,843+43.8% | $3,740+163.1% |
| Admin fee / account holder | $4,884 | $6,052-19.3% | $9,310-47.5% | $5,306-8.0% |