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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 | $193,174 | $54,541+254.2% | $78,778+145.2% | $70,126+175.5% |
| Participation rate | 93.3% | 60.8%+32.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 8.00% | 21.07%-13.1pp | 35.62%-27.6pp | 73.15%-65.1pp |
| Employer contribution / active EE | $4,969 | $1,089+356.5% | $1,986+150.2% | $2,343+112.1% |
| Participant deferral / active EE | $4,535 | $2,210+105.2% | $2,958+53.3% | $3,332+36.1% |
| Admin fee / account holder | $1,237 | $3,709-66.6% | $5,134-75.9% | $4,645-73.4% |