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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 | $175,044 | $107,809+62.4% | $97,032+80.4% | $155,188+12.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 6.51% | 38.06%-31.5pp | 35.38%-28.9pp | 148.84%-142.3pp |
| Employer contribution / active EE | $3,881 | $2,911+33.3% | $2,629+47.6% | $4,248-8.6% |
| Participant deferral / active EE | $17,404 | $5,129+239.3% | $4,672+272.5% | $6,531+166.5% |
| Admin fee / account holder | $5,009 | $10,717-53.3% | $9,418-46.8% | $14,480-65.4% |