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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 | $237,785 | $94,031+152.9% | $115,768+105.4% | $82,448+188.4% |
| Participation rate | 93.3% | 70.4%+22.9pp | 74.4%+18.9pp | 68.1%+25.3pp |
| Annual return | 7.85% | 20.61%-12.8pp | 100.46%-92.6pp | 41.64%-33.8pp |
| Employer contribution / active EE | $8,903 | $2,323+283.2% | $2,940+202.8% | $2,551+249.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,455 | $10,249-66.3% | $12,439-72.2% | $7,234-52.2% |