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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 | $162,141 | $124,213+30.5% | $118,106+37.3% | $154,746+4.8% |
| Participation rate | 95.7% | 83.6%+12.1pp | 81.9%+13.8pp | 80.7%+15.0pp |
| Annual return | 6.66% | 18.29%-11.6pp | 19.44%-12.8pp | 172.34%-165.7pp |
| Employer contribution / active EE | $10,195 | $4,905+107.9% | $4,698+117.0% | $4,379+132.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33,854 | $9,627+251.7% | $8,973+277.3% | $14,365+135.7% |