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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 | $81,476+94.5% | $102,383+54.8% | $80,925+95.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.01% | 25.59%-15.6pp | 24.94%-14.9pp | 35.65%-25.6pp |
| Employer contribution / active EE | $11,630 | $3,105+274.6% | $3,870+200.5% | $2,756+322.0% |
| Participant deferral / active EE | $2,696 | $3,871-30.4% | $5,060-46.7% | $4,299-37.3% |
| Admin fee / account holder | $4,639 | $6,717-30.9% | $8,391-44.7% | $6,940-33.2% |