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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 | $90,430 | $85,024+6.4% | $70,544+28.2% | $139,466-35.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 4.68% | 30.39%-25.7pp | 32.79%-28.1pp | 373.66%-369.0pp |
| Employer contribution / active EE | $2,264 | $3,912-42.1% | $2,976-23.9% | $4,754-52.4% |
| Participant deferral / active EE | $5,235 | $5,891-11.1% | $4,568+14.6% | $6,712-22.0% |
| Admin fee / account holder | $3,341 | $8,928-62.6% | $6,427-48.0% | $11,409-70.7% |