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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 | $97,626 | $85,766+13.8% | $136,298-28.4% | $70,126+39.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.41% | 31.46%-19.0pp | 5156.27%-5143.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $7,573 | $2,966+155.3% | $4,696+61.3% | $2,343+223.3% |
| Participant deferral / active EE | $6,838 | $5,051+35.4% | $6,247+9.5% | $3,332+105.2% |
| Admin fee / account holder | $1,054 | $5,421-80.6% | $9,244-88.6% | $4,645-77.3% |