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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 | $27,330 | $100,970-72.9% | $96,576-71.7% | $137,256-80.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.63% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,163 | $3,809+9.3% | $3,553+17.2% | $4,156+0.2% |
| Participant deferral / active EE | $11,421 | $8,286+37.8% | $7,956+43.5% | $6,407+78.3% |
| Admin fee / account holder | $936 | $11,312-91.7% | $11,381-91.8% | $12,270-92.4% |