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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 | $212,464 | $92,798+129.0% | $96,707+119.7% | $137,256+54.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 3.87% | 31.24%-27.4pp | 34.78%-30.9pp | 220.34%-216.5pp |
| Employer contribution / active EE | $7,956 | $4,147+91.8% | $4,191+89.8% | $4,156+91.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13,294 | $7,946+67.3% | $7,503+77.2% | $12,270+8.3% |