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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 | $219,581 | $95,959+128.8% | $97,411+125.4% | $138,895+58.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 11.94% | 29.30%-17.4pp | 34.72%-22.8pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,226 | $4,278-48.0% | $4,210-47.1% | $4,194-46.9% |
| Participant deferral / active EE | $8,606 | $5,876+46.4% | $5,886+46.2% | $6,396+34.5% |
| Admin fee / account holder | $15,368 | $7,555+103.4% | $7,145+115.1% | $12,562+22.3% |