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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 | $183,617 | $155,555+18.0% | $146,866+25.0% | $155,188+18.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 10.05% | 115.41%-105.4pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,045 | $4,647-77.5% | $4,425-76.4% | $4,248-75.4% |
| Participant deferral / active EE | $7,065 | $8,044-12.2% | $7,759-8.9% | $6,531+8.2% |
| Admin fee / account holder | $19,250 | $14,755+30.5% | $13,620+41.3% | $14,480+32.9% |