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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 | $209,998 | $106,524+97.1% | $152,301+37.9% | $87,485+140.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.32% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $5,785 | $3,371+71.6% | $4,624+25.1% | $2,596+122.8% |
| Participant deferral / active EE | $10,019 | $6,525+53.6% | $8,004+25.2% | $4,274+134.5% |
| Admin fee / account holder | $1,482 | $8,287-82.1% | $14,398-89.7% | $7,775-80.9% |