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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 | $68,984 | $99,875-30.9% | $146,866-53.0% | $86,983-20.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 11.64% | 28.10%-16.5pp | 102.85%-91.2pp | 25.83%-14.2pp |
| Employer contribution / active EE | $6,877 | $3,224+113.3% | $4,425+55.4% | $2,584+166.1% |
| Participant deferral / active EE | $8,118 | $6,322+28.4% | $7,759+4.6% | $4,194+93.6% |
| Admin fee / account holder | $5,435 | $7,838-30.7% | $13,620-60.1% | $7,856-30.8% |