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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 | $214,910 | $106,749+101.3% | $145,433+47.8% | $82,448+160.7% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 12.67% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $7,229 | $3,444+109.9% | $4,554+58.7% | $2,551+183.4% |
| Participant deferral / active EE | $20,343 | $6,519+212.1% | $7,897+157.6% | $4,139+391.5% |
| Admin fee / account holder | $80,746 | $8,390+862.4% | $13,129+515.0% | $7,234+1016.2% |