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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 | $216,904 | $155,555+39.4% | $146,866+47.7% | $155,188+39.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 7.69% | 115.41%-107.7pp | 102.85%-95.2pp | 148.84%-141.1pp |
| Employer contribution / active EE | $2,020 | $4,647-56.5% | $4,425-54.4% | $4,248-52.5% |
| Participant deferral / active EE | $6,958 | $8,044-13.5% | $7,759-10.3% | $6,531+6.5% |
| Admin fee / account holder | $60,884 | $14,755+312.6% | $13,620+347.0% | $14,480+320.5% |