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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 | $139,424 | $112,729+23.7% | $98,716+41.2% | $137,256+1.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.62% | 38.48%-28.9pp | 31.81%-22.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $12,857 | $2,725+371.8% | $2,279+464.3% | $4,156+209.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,599 | $10,129+44.1% | $8,703+67.7% | $12,270+19.0% |