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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 | $199,045 | $115,225+72.7% | $100,712+97.6% | $138,895+43.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 8.98% | 40.35%-31.4pp | 33.27%-24.3pp | 145.39%-136.4pp |
| Employer contribution / active EE | $16,201 | $2,771+484.6% | $2,313+600.5% | $4,194+286.3% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,368 | $10,844-41.3% | $9,256-31.2% | $12,562-49.3% |