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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 | $142,533 | $84,236+69.2% | $170,435-16.4% | $70,126+103.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.73% | 23.06%-14.3pp | 205.94%-197.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $3,081 | $3,387-9.0% | $5,432-43.3% | $2,343+31.5% |
| Participant deferral / active EE | $3,579 | $3,086+16.0% | $4,939-27.6% | $3,332+7.4% |
| Admin fee / account holder | $1,494 | $5,698-73.8% | $13,881-89.2% | $4,645-67.8% |