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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 | $101,573 | $98,766+2.8% | $149,730-32.2% | $79,852+27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.04% | 27.43%-18.4pp | 276.70%-267.7pp | 31.72%-22.7pp |
| Employer contribution / active EE | $13,423 | $3,217+317.3% | $4,645+189.0% | $2,471+443.2% |
| Participant deferral / active EE | $8,040 | $5,681+41.5% | $6,843+17.5% | $3,740+114.9% |
| Admin fee / account holder | $8,075 | $6,052+33.4% | $9,310-13.3% | $5,306+52.2% |