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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 | $123,898+30.9% | $116,538+39.1% | $155,188+4.5% |
| Participation rate | 95.7% | 83.7%+11.9pp | 82.6%+13.1pp | 80.8%+14.8pp |
| Annual return | 6.66% | 16.04%-9.4pp | 17.97%-11.3pp | 148.84%-142.2pp |
| Employer contribution / active EE | $10,195 | $4,739+115.1% | $4,541+124.5% | $4,248+140.0% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,854 | $9,174+269.0% | $8,737+287.5% | $14,480+133.8% |