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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 | $152,092 | $154,228-1.4% | $145,433+4.6% | $137,256+10.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.03% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,619 | $8,216+17.1% | $7,897+21.8% | $6,407+50.1% |
| Admin fee / account holder | $8,065 | $14,344-43.8% | $13,129-38.6% | $12,270-34.3% |