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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 | $144,962 | $95,453+51.9% | $112,040+29.4% | $82,448+75.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.46% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,861 | $2,318+23.4% | $2,954-3.1% | $2,551+12.2% |
| Participant deferral / active EE | $5,467 | $4,224+29.4% | $5,098+7.2% | $4,139+32.1% |
| Admin fee / account holder | $33,968 | $9,013+276.9% | $12,098+180.8% | $7,234+369.5% |