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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 | $196,632 | $124,425+58.0% | $112,040+75.5% | $137,256+43.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.20% | 24.72%-21.5pp | 24.52%-21.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $9,772 | $3,411+186.5% | $2,954+230.8% | $4,156+135.1% |
| Participant deferral / active EE | $11,111 | $5,718+94.3% | $5,098+118.0% | $6,407+73.4% |
| Admin fee / account holder | $10,424 | $15,207-31.5% | $12,098-13.8% | $12,270-15.0% |