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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 | $165,099 | $117,846+40.1% | $102,434+61.2% | $145,884+13.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 31.90%-23.9pp | 29.46%-21.5pp | 551.85%-543.9pp |
| Employer contribution / active EE | $5,284 | $3,615+46.2% | $3,023+74.8% | $4,662+13.3% |
| Participant deferral / active EE | $2,836 | $5,733-50.5% | $5,055-43.9% | $6,690-57.6% |
| Admin fee / account holder | $2,795 | $13,356-79.1% | $9,462-70.5% | $13,392-79.1% |