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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 | $145,456 | $124,425+16.9% | $112,040+29.8% | $137,256+6.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.49% | 24.72%-16.2pp | 24.52%-16.0pp | 220.34%-211.9pp |
| Employer contribution / active EE | $6,201 | $3,411+81.8% | $2,954+109.9% | $4,156+49.2% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,706 | $15,207+9.9% | $12,098+38.1% | $12,270+36.2% |