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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 | $145,262 | $87,166+66.7% | $76,735+89.3% | $137,256+5.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 10.00% | 26.50%-16.5pp | 29.77%-19.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,740 | $2,904-5.7% | $2,454+11.6% | $4,156-34.1% |
| Participant deferral / active EE | $13,773 | $4,726+191.4% | $4,088+236.9% | $6,407+115.0% |
| Admin fee / account holder | $893 | $8,403-89.4% | $7,189-87.6% | $12,270-92.7% |