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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 | $151,685 | $184,014-17.6% | $161,149-5.9% | $138,895+9.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.50% | 21.52%-13.0pp | 21.16%-12.7pp | 145.39%-136.9pp |
| Employer contribution / active EE | $8,504 | $5,055+68.2% | $4,360+95.0% | $4,194+102.8% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,068 | $18,027-16.4% | $15,194-0.8% | $12,562+19.9% |