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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 | $155,840 | $100,970+54.3% | $96,576+61.4% | $137,256+13.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.08% | 38.16%-29.1pp | 38.47%-29.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,458 | $8,286+26.2% | $7,956+31.4% | $6,407+63.2% |
| Admin fee / account holder | $10,896 | $11,312-3.7% | $11,381-4.3% | $12,270-11.2% |