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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 | $172,697 | $124,346+38.9% | $111,308+55.2% | $167,536+3.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.69% | 37.45%-28.8pp | 54.67%-46.0pp | 478.82%-470.1pp |
| Employer contribution / active EE | $2,938 | $3,437-14.5% | $2,732+7.5% | $4,839-39.3% |
| Participant deferral / active EE | $8,142 | $5,182+57.1% | $4,487+81.4% | $6,342+28.4% |
| Admin fee / account holder | $1,573 | $10,621-85.2% | $7,965-80.3% | $12,315-87.2% |