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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 | $118,442 | $70,532+67.9% | $68,948+71.8% | $137,256-13.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 8.57% | 32.56%-24.0pp | 28.39%-19.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $5,920 | $4,355+35.9% | $4,165+42.2% | $4,156+42.4% |
| Participant deferral / active EE | $14,810 | $6,773+118.7% | $6,186+139.4% | $6,407+131.2% |
| Admin fee / account holder | $104,969 | $7,916+1226.0% | $7,539+1292.4% | $12,270+755.5% |