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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 | $170,108 | $184,014-7.6% | $161,149+5.6% | $138,895+22.5% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 7.20% | 21.52%-14.3pp | 21.16%-14.0pp | 145.39%-138.2pp |
| Employer contribution / active EE | $4,665 | $5,055-7.7% | $4,360+7.0% | $4,194+11.2% |
| Participant deferral / active EE | $14,233 | $6,909+106.0% | $6,153+131.3% | $6,396+122.5% |
| Admin fee / account holder | $1,823 | $18,027-89.9% | $15,194-88.0% | $12,562-85.5% |