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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 | $99,012 | $106,864-7.3% | $147,318-32.8% | $82,637+19.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.18% | 27.49%-15.3pp | 70.43%-58.3pp | 53.51%-41.3pp |
| Employer contribution / active EE | $2,256 | $3,417-34.0% | $4,593-50.9% | $2,552-11.6% |
| Participant deferral / active EE | $9,747 | $6,496+50.1% | $7,906+23.3% | $4,126+136.2% |
| Admin fee / account holder | $12,675 | $8,415+50.6% | $13,708-7.5% | $7,339+72.7% |