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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 | $84,157 | $102,638-18.0% | $81,991+2.6% | $158,966-47.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.00% | 61.05%-57.1pp | 41.31%-37.3pp | 302.95%-299.0pp |
| Employer contribution / active EE | $2,786 | $3,241-14.0% | $2,498+11.5% | $4,762-41.5% |
| Participant deferral / active EE | $1,570 | $4,649-66.2% | $3,722-57.8% | $5,983-73.8% |
| Admin fee / account holder | $312 | $8,237-96.2% | $5,665-94.5% | $11,250-97.2% |