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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 | $98,187 | $50,554+94.2% | $67,681+45.1% | $87,485+12.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.00% | 17.81%-8.8pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $4,349 | $1,988+118.7% | $2,678+62.4% | $2,596+67.5% |
| Participant deferral / active EE | $4,602 | $2,961+55.4% | $3,976+15.8% | $4,274+7.7% |
| Admin fee / account holder | $1,393 | $4,132-66.3% | $6,100-77.2% | $7,775-82.1% |