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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 | $109,620+116.9% | $148,496+60.1% | $94,015+152.9% |
| Participation rate | 93.3% | 71.3%+22.1pp | 76.0%+17.3pp | 70.8%+22.5pp |
| Annual return | 7.85% | 17.54%-9.7pp | 12.33%-4.5pp | 17.84%-10.0pp |
| Employer contribution / active EE | $8,903 | $2,618+240.1% | $3,497+154.6% | $2,790+219.1% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,455 | $10,050-65.6% | $19,547-82.3% | $8,951-61.4% |