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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 | $242,136 | $251,004-3.5% | $191,597+26.4% | $138,895+74.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 3.22% | 31.05%-27.8pp | 27.07%-23.8pp | 145.39%-142.2pp |
| Employer contribution / active EE | $6,217 | $6,226-0.1% | $5,025+23.7% | $4,194+48.2% |
| Participant deferral / active EE | $17,238 | $8,154+111.4% | $6,850+151.7% | $6,396+169.5% |
| Admin fee / account holder | $1,060 | $31,471-96.6% | $22,799-95.3% | $12,562-91.6% |