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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 | $208,257 | $184,014+13.2% | $161,149+29.2% | $138,895+49.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.8%+12.8pp | 79.9%+11.7pp |
| Annual return | 6.25% | 21.52%-15.3pp | 21.16%-14.9pp | 145.39%-139.1pp |
| Employer contribution / active EE | $4,757 | $5,055-5.9% | $4,360+9.1% | $4,194+13.4% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,100 | $18,027-49.5% | $15,194-40.1% | $12,562-27.6% |