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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 | $185,520 | $153,769+20.6% | $133,975+38.5% | $273,972-32.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.62% | 36.51%-34.9pp | 29.29%-27.7pp | 41.46%-39.8pp |
| Employer contribution / active EE | $9,980 | $6,029+65.5% | $5,211+91.5% | $4,869+105.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,447 | $11,765-36.7% | $9,324-20.1% | $10,133-26.5% |