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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 | $144,562 | $162,136-10.8% | $152,301-5.1% | $154,746-6.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.90% | 91.02%-82.1pp | 80.50%-71.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $6,549 | $4,890+33.9% | $4,624+41.6% | $4,379+49.6% |
| Participant deferral / active EE | $8,254 | $8,341-1.0% | $8,004+3.1% | $6,730+22.6% |
| Admin fee / account holder | $7,832 | $15,759-50.3% | $14,398-45.6% | $14,365-45.5% |