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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 | $64,613 | $46,877+37.8% | $122,354-47.2% | $70,124-7.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 11.90% | 24.22%-12.3pp | 30.28%-18.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $4,951 | $1,288+284.3% | $4,051+22.2% | $2,342+111.3% |
| Participant deferral / active EE | $2,666 | $2,167+23.0% | $3,287-18.9% | $3,332-20.0% |
| Admin fee / account holder | $11,011 | $3,324+231.3% | $5,479+101.0% | $4,645+137.0% |