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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 | $119,799 | $148,629-19.4% | $135,982-11.9% | $139,487-14.1% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.7pp | 80.3%-2.1pp |
| Annual return | 9.24% | 79.33%-70.1pp | 68.32%-59.1pp | 373.84%-364.6pp |
| Employer contribution / active EE | $4,378 | $5,247-16.6% | $4,859-9.9% | $4,755-7.9% |
| Participant deferral / active EE | $7,666 | $8,102-5.4% | $7,760-1.2% | $6,713+14.2% |
| Admin fee / account holder | $6,579 | $12,406-47.0% | $10,767-38.9% | $11,407-42.3% |