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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 | $145,611 | $157,276-7.4% | $141,177+3.1% | $152,885-4.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 14.16% | 64.33%-50.2pp | 71.40%-57.2pp | 345.39%-331.2pp |
| Employer contribution / active EE | $5,001 | $5,262-5.0% | $4,736+5.6% | $4,763+5.0% |
| Participant deferral / active EE | $14,599 | $7,110+105.3% | $6,710+117.6% | $5,851+149.5% |
| Admin fee / account holder | $5,445 | $12,123-55.1% | $10,263-46.9% | $11,598-53.1% |