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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 | $213,785-2.6% | $185,441+12.3% | $155,188+34.2% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 6.25% | 19.97%-13.7pp | 20.16%-13.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $4,757 | $5,393-11.8% | $4,672+1.8% | $4,248+12.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,100 | $21,134-56.9% | $17,890-49.1% | $14,480-37.2% |