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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 | $168,711 | $162,136+4.1% | $152,301+10.8% | $154,746+9.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.49% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,869 | $4,890-61.8% | $4,624-59.6% | $4,379-57.3% |
| Participant deferral / active EE | $7,871 | $8,341-5.6% | $8,004-1.7% | $6,730+16.9% |
| Admin fee / account holder | $12,924 | $15,759-18.0% | $14,398-10.2% | $14,365-10.0% |