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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 | $112,684 | $99,875+12.8% | $146,866-23.3% | $86,983+29.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.97% | 28.10%-15.1pp | 102.85%-89.9pp | 25.83%-12.9pp |
| Employer contribution / active EE | $6,943 | $3,224+115.3% | $4,425+56.9% | $2,584+168.6% |
| Participant deferral / active EE | $8,898 | $6,322+40.7% | $7,759+14.7% | $4,194+112.2% |
| Admin fee / account holder | $13,936 | $7,838+77.8% | $13,620+2.3% | $7,856+77.4% |