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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 | $98,815 | $89,364+10.6% | $141,177-30.0% | $72,983+35.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 9.92% | 111.86%-101.9pp | 71.40%-61.5pp | 81.01%-71.1pp |
| Employer contribution / active EE | $3,987 | $3,115+28.0% | $4,736-15.8% | $2,440+63.4% |
| Participant deferral / active EE | $2,505 | $5,419-53.8% | $6,710-62.7% | $3,608-30.6% |
| Admin fee / account holder | $10,434 | $5,959+75.1% | $10,263+1.7% | $5,124+103.6% |