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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 | $97,648+143.5% | $121,663+95.4% | $87,485+171.8% |
| Participation rate | 93.3% | 70.5%+22.9pp | 74.5%+18.8pp | 68.9%+24.4pp |
| Annual return | 7.85% | 18.03%-10.2pp | 147.54%-139.7pp | 26.06%-18.2pp |
| Employer contribution / active EE | $8,903 | $2,300+287.0% | $3,020+194.8% | $2,596+242.9% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,455 | $11,100-68.9% | $14,289-75.8% | $7,775-55.6% |