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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 | $138,312+0.4% | $122,979+13.0% | $155,188-10.5% |
| Participation rate | 95.8% | 80.2%+15.6pp | 77.2%+18.6pp | 80.8%+15.0pp |
| Annual return | 5.21% | 22.06%-16.9pp | 20.12%-14.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $6,250 | $3,530+77.0% | $3,062+104.1% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,722 | $15,089-9.1% | $12,864+6.7% | $14,480-5.2% |