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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 | $149,530 | $174,379-14.3% | $152,093-1.7% | $138,895+7.7% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 9.66% | 74.86%-65.2pp | 66.36%-56.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $1,850 | $4,652-60.2% | $4,175-55.7% | $4,194-55.9% |
| Participant deferral / active EE | $2,821 | $6,159-54.2% | $5,451-48.2% | $6,396-55.9% |
| Admin fee / account holder | $5,184 | $16,880-69.3% | $14,497-64.2% | $12,562-58.7% |