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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 | $111,359 | $101,063+10.2% | $81,473+36.7% | $147,586-24.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.44% | 32.41%-28.0pp | 38.78%-34.3pp | 578.59%-574.2pp |
| Employer contribution / active EE | $1,901 | $3,206-40.7% | $2,568-26.0% | $4,876-61.0% |
| Participant deferral / active EE | $10,267 | $4,242+142.0% | $3,537+190.3% | $5,439+88.8% |
| Admin fee / account holder | $2,055 | $5,812-64.7% | $4,561-55.0% | $10,886-81.1% |