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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 | $161,530 | $106,749+51.3% | $145,433+11.1% | $82,448+95.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.89% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,851 | $3,444+127.9% | $4,554+72.4% | $2,551+207.8% |
| Participant deferral / active EE | $10,211 | $6,519+56.6% | $7,897+29.3% | $4,139+146.7% |
| Admin fee / account holder | $20,718 | $8,390+146.9% | $13,129+57.8% | $7,234+186.4% |