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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 | $124,302 | $106,749+16.4% | $145,433-14.5% | $82,448+50.8% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 5.27% | 27.59%-22.3pp | 66.58%-61.3pp | 41.64%-36.4pp |
| Employer contribution / active EE | $6,317 | $3,444+83.4% | $4,554+38.7% | $2,551+147.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,939 | $8,390-76.9% | $13,129-85.2% | $7,234-73.2% |