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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 | $199,902 | $106,974+86.9% | $90,796+120.2% | $138,895+43.9% |
| Participation rate | 88.9% | 74.9%+14.0pp | 69.5%+19.4pp | 79.9%+9.0pp |
| Annual return | 4.27% | 20.10%-15.8pp | 19.29%-15.0pp | 145.39%-141.1pp |
| Employer contribution / active EE | $3,009 | $2,609+15.3% | $2,294+31.2% | $4,194-28.3% |
| Participant deferral / active EE | $6,885 | $4,455+54.6% | $3,822+80.1% | $6,396+7.6% |
| Admin fee / account holder | $1,103 | $8,626-87.2% | $7,024-84.3% | $12,562-91.2% |