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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 | $86,725 | $70,418+23.2% | $96,570-10.2% | $85,847+1.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 10.71% | 18.59%-7.9pp | 37.79%-27.1pp | 318.61%-307.9pp |
| Employer contribution / active EE | $2,898 | $1,413+105.1% | $2,357+22.9% | $2,565+13.0% |
| Participant deferral / active EE | $3,798 | $2,894+31.2% | $3,849-1.3% | $3,952-3.9% |
| Admin fee / account holder | $16,550 | $4,995+231.3% | $6,182+167.7% | $6,261+164.3% |