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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 | $133,389 | $108,825+22.6% | $156,181-14.6% | $82,448+61.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.20% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $10,050 | $2,870+250.2% | $4,294+134.1% | $2,551+294.0% |
| Participant deferral / active EE | $6,391 | $4,577+39.6% | $6,132+4.2% | $4,139+54.4% |
| Admin fee / account holder | $1,786 | $9,341-80.9% | $14,586-87.8% | $7,234-75.3% |