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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 | $163,828 | $67,894+141.3% | $89,340+83.4% | $82,448+98.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 7.08% | 19.21%-12.1pp | 20.57%-13.5pp | 41.64%-34.6pp |
| Employer contribution / active EE | $6,414 | $1,828+250.9% | $2,231+187.4% | $2,551+151.4% |
| Participant deferral / active EE | $7,259 | $3,072+136.3% | $3,823+89.9% | $4,139+75.4% |
| Admin fee / account holder | $2,161 | $5,723-62.2% | $6,704-67.8% | $7,234-70.1% |