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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 | $96,975 | $124,980-22.4% | $108,359-10.5% | $154,746-37.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.60% | 45.00%-39.4pp | 36.89%-31.3pp | 172.34%-166.7pp |
| Employer contribution / active EE | $2,409 | $2,851-15.5% | $2,399+0.4% | $4,379-45.0% |
| Participant deferral / active EE | $7,360 | $4,743+55.2% | $4,137+77.9% | $6,730+9.4% |
| Admin fee / account holder | $310 | $11,502-97.3% | $9,741-96.8% | $14,365-97.8% |