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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 | $200,763 | $181,896+10.4% | $156,551+28.2% | $273,972-26.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.87% | 30.74%-28.9pp | 32.23%-30.4pp | 41.46%-39.6pp |
| Employer contribution / active EE | $41,000 | $6,248+556.2% | $5,501+645.3% | $4,869+742.1% |
| Participant deferral / active EE | $18,000 | $5,550+224.3% | $4,871+269.5% | $5,287+240.4% |
| Admin fee / account holder | $8,422 | $15,560-45.9% | $13,028-35.4% | $10,133-16.9% |