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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 | $49,422 | $87,166-43.3% | $76,735-35.6% | $137,256-64.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.03% | 26.50%-16.5pp | 29.77%-19.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $10,786 | $2,904+271.4% | $2,454+339.5% | $4,156+159.5% |
| Participant deferral / active EE | $3,175 | $4,726-32.8% | $4,088-22.3% | $6,407-50.4% |
| Admin fee / account holder | $8,212 | $8,403-2.3% | $7,189+14.2% | $12,270-33.1% |