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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 | $124,213+71.0% | $118,106+79.9% | $154,746+37.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 3.87% | 18.29%-14.4pp | 19.44%-15.6pp | 172.34%-168.5pp |
| Employer contribution / active EE | $7,956 | $4,905+62.2% | $4,698+69.3% | $4,379+81.7% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,294 | $9,627+38.1% | $8,973+48.2% | $14,365-7.5% |