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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 | $81,044 | $71,809+12.9% | $61,048+32.8% | $152,909-47.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.5%+17.5pp |
| Annual return | 6.11% | 29.74%-23.6pp | 26.18%-20.1pp | 345.46%-339.4pp |
| Employer contribution / active EE | $4,390 | $4,545-3.4% | $3,716+18.1% | $4,764-7.9% |
| Participant deferral / active EE | $1,826 | $5,467-66.6% | $4,470-59.2% | $5,851-68.8% |
| Admin fee / account holder | $4,443 | $4,750-6.5% | $3,728+19.2% | $11,601-61.7% |