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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 | $86,818 | $88,672-2.1% | $105,223-17.5% | $82,448+5.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.98% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $3,966 | $3,048+30.1% | $3,689+7.5% | $2,551+55.5% |
| Participant deferral / active EE | $9,738 | $4,036+141.3% | $5,072+92.0% | $4,139+135.3% |
| Admin fee / account holder | $10,505 | $7,146+47.0% | $8,859+18.6% | $7,234+45.2% |