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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 | $188,540 | $117,846+60.0% | $102,434+84.1% | $145,884+29.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 31.90%-24.0pp | 29.46%-21.6pp | 551.85%-544.0pp |
| Employer contribution / active EE | $4,173 | $3,615+15.4% | $3,023+38.0% | $4,662-10.5% |
| Participant deferral / active EE | $5,053 | $5,733-11.9% | $5,0550% | $6,690-24.5% |
| Admin fee / account holder | $1,122 | $13,356-91.6% | $9,462-88.1% | $13,392-91.6% |