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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 | $117,095 | $100,262+16.8% | $81,370+43.9% | $145,897-19.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.51% | 34.52%-28.0pp | 24.85%-18.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,878 | $2,979-36.9% | $2,464-23.8% | $4,663-59.7% |
| Participant deferral / active EE | $10,590 | $4,612+129.6% | $3,885+172.6% | $6,689+58.3% |
| Admin fee / account holder | $1,109 | $8,163-86.4% | $5,749-80.7% | $13,390-91.7% |