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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 | $139,048 | $201,259-30.9% | $184,200-24.5% | $145,959-4.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.90% | 28.98%-20.1pp | 28.80%-19.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $8,261 | $7,018+17.7% | $6,424+28.6% | $4,661+77.2% |
| Participant deferral / active EE | $5,056 | $9,806-48.4% | $9,132-44.6% | $6,689-24.4% |
| Admin fee / account holder | $7,430 | $16,372-54.6% | $13,907-46.6% | $13,398-44.5% |