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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 | $165,372 | $162,136+2.0% | $152,301+8.6% | $154,746+6.9% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 11.07% | 91.02%-80.0pp | 80.50%-69.4pp | 172.34%-161.3pp |
| Employer contribution / active EE | $7,607 | $4,890+55.5% | $4,624+64.5% | $4,379+73.7% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,280 | $15,759-22.1% | $14,398-14.7% | $14,365-14.5% |