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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 | $123,898+71.5% | $116,538+82.3% | $155,188+36.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 3.87% | 16.04%-12.2pp | 17.97%-14.1pp | 148.84%-145.0pp |
| Employer contribution / active EE | $7,956 | $4,739+67.9% | $4,541+75.2% | $4,248+87.3% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,294 | $9,174+44.9% | $8,737+52.2% | $14,480-8.2% |