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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 | $151,268 | $80,985+86.8% | $96,576+56.6% | $75,181+101.2% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 11.25% | 27.05%-15.8pp | 25.87%-14.6pp | 160.69%-149.4pp |
| Employer contribution / active EE | $6,048 | $2,282+165.0% | $2,965+104.0% | $2,671+126.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,474 | $6,719-18.5% | $8,253-33.7% | $5,650-3.1% |