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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 | $97,494 | $49,239+98.0% | $70,462+38.4% | $79,858+22.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3.93% | 30.08%-26.2pp | 109.08%-105.2pp | 31.72%-27.8pp |
| Employer contribution / active EE | $3,310 | $2,100+57.6% | $2,737+20.9% | $2,471+34.0% |
| Participant deferral / active EE | $5,854 | $2,769+111.4% | $3,710+57.8% | $3,740+56.5% |
| Admin fee / account holder | $13,077 | $2,876+354.6% | $3,845+240.1% | $5,306+146.5% |