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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 | $155,883 | $100,970+54.4% | $96,576+61.4% | $137,256+13.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.41% | 38.16%-25.7pp | 38.47%-26.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $9,359 | $3,809+145.7% | $3,553+163.4% | $4,156+125.2% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15,068 | $11,312+33.2% | $11,381+32.4% | $12,270+22.8% |