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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 | $100,547 | $77,419+29.9% | $69,461+44.8% | $152,885-34.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.26% | 39.07%-33.8pp | 28.97%-23.7pp | 345.39%-340.1pp |
| Employer contribution / active EE | $3,404 | $3,315+2.7% | $2,779+22.5% | $4,763-28.5% |
| Participant deferral / active EE | $6,313 | $4,414+43.0% | $3,536+78.5% | $5,851+7.9% |
| Admin fee / account holder | $1,180 | $6,207-81.0% | $3,840-69.3% | $11,598-89.8% |