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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 | $50,712 | $201,264-74.8% | $184,185-72.5% | $145,978-65.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.32% | 29.00%-19.7pp | 28.81%-19.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,549 | $7,021-77.9% | $6,426-75.9% | $4,662-66.8% |
| Participant deferral / active EE | $12,200 | $9,806+24.4% | $9,132+33.6% | $6,690+82.4% |
| Admin fee / account holder | $8,432 | $16,376-48.5% | $13,909-39.4% | $13,400-37.1% |