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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 | $217,855 | $102,609+112.3% | $98,090+122.1% | $138,895+56.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.94% | 36.44%-24.5pp | 37.05%-25.1pp | 145.39%-133.5pp |
| Employer contribution / active EE | $204 | $3,867-94.7% | $3,606-94.3% | $4,194-95.1% |
| Participant deferral / active EE | $8,411 | $8,167+3.0% | $7,845+7.2% | $6,396+31.5% |
| Admin fee / account holder | $1,794 | $11,434-84.3% | $11,815-84.8% | $12,562-85.7% |