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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 | $123,071 | $96,524+27.5% | $75,900+62.1% | $152,909-19.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 9.61% | 33.93%-24.3pp | 30.73%-21.1pp | 345.46%-335.9pp |
| Employer contribution / active EE | $653 | $3,311-80.3% | $2,501-73.9% | $4,764-86.3% |
| Participant deferral / active EE | $12,596 | $4,554+176.6% | $3,604+249.6% | $5,851+115.3% |
| Admin fee / account holder | $2,146 | $8,082-73.4% | $5,421-60.4% | $11,601-81.5% |