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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 | $158,498 | $81,504+94.5% | $102,437+54.7% | $80,959+95.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.01% | 25.60%-15.6pp | 24.95%-14.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $11,630 | $3,104+274.7% | $3,871+200.5% | $2,757+321.8% |
| Participant deferral / active EE | $2,696 | $3,871-30.4% | $5,060-46.7% | $4,300-37.3% |
| Admin fee / account holder | $4,639 | $6,719-31.0% | $8,388-44.7% | $6,925-33.0% |