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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 | $158,031 | $162,136-2.5% | $152,301+3.8% | $154,746+2.1% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 9.49% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $995 | $4,890-79.7% | $4,624-78.5% | $4,379-77.3% |
| Participant deferral / active EE | $8,299 | $8,341-0.5% | $8,004+3.7% | $6,730+23.3% |
| Admin fee / account holder | $5,128 | $15,759-67.5% | $14,398-64.4% | $14,365-64.3% |