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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 | $236,454 | $97,289+143.0% | $92,805+154.8% | $155,188+52.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 3.47% | 29.03%-25.6pp | 31.59%-28.1pp | 148.84%-145.4pp |
| Employer contribution / active EE | $3,591 | $3,632-1.1% | $3,424+4.9% | $4,248-15.5% |
| Participant deferral / active EE | $11,792 | $8,795+34.1% | $8,448+39.6% | $6,531+80.5% |
| Admin fee / account holder | $7,390 | $12,015-38.5% | $10,911-32.3% | $14,480-49.0% |