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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 | $199,465 | $103,393+92.9% | $87,103+129.0% | $152,909+30.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 8.90% | 28.10%-19.2pp | 28.19%-19.3pp | 345.46%-336.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,484 | $4,778+35.7% | $4,049+60.2% | $5,851+10.8% |
| Admin fee / account holder | $11,543 | $12,195-5.3% | $7,491+54.1% | $11,601-0.5% |