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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 | $167,302 | $239,571-30.2% | $183,328-8.7% | $137,256+21.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 6.24% | 35.69%-29.4pp | 29.67%-23.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $2,699 | $6,148-56.1% | $5,055-46.6% | $4,156-35.1% |
| Participant deferral / active EE | $3,671 | $7,995-54.1% | $6,795-46.0% | $6,407-42.7% |
| Admin fee / account holder | $25,798 | $30,059-14.2% | $21,427+20.4% | $12,270+110.2% |