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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 | $138,923 | $126,661+9.7% | $113,397+22.5% | $138,8950% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.5%+19.3pp | 79.9%+15.9pp |
| Annual return | 5.21% | 25.05%-19.8pp | 23.20%-18.0pp | 145.39%-140.2pp |
| Employer contribution / active EE | $6,250 | $3,456+80.8% | $2,977+109.9% | $4,194+49.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,722 | $14,549-5.7% | $11,957+14.8% | $12,562+9.2% |