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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 | $143,391 | $154,228-7.0% | $145,433-1.4% | $137,256+4.5% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 11.56% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $3,456 | $4,804-28.1% | $4,554-24.1% | $4,156-16.8% |
| Participant deferral / active EE | $6,186 | $8,216-24.7% | $7,897-21.7% | $6,407-3.5% |
| Admin fee / account holder | $6,823 | $14,344-52.4% | $13,129-48.0% | $12,270-44.4% |