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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 | $84,222 | $108,825-22.6% | $156,181-46.1% | $82,448+2.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 5.89% | 20.59%-14.7pp | 64.87%-59.0pp | 41.64%-35.7pp |
| Employer contribution / active EE | $4,756 | $2,870+65.7% | $4,294+10.8% | $2,551+86.5% |
| Participant deferral / active EE | $8,761 | $4,577+91.4% | $6,132+42.9% | $4,139+111.7% |
| Admin fee / account holder | $15,787 | $9,341+69.0% | $14,586+8.2% | $7,234+118.2% |