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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 | $107,666+44.7% | $102,184+52.5% | $154,746+0.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 9.08% | 29.33%-20.2pp | 31.58%-22.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,458 | $8,719+19.9% | $8,309+25.9% | $6,730+55.4% |
| Admin fee / account holder | $10,896 | $12,943-15.8% | $11,609-6.1% | $14,365-24.2% |