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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 | $141,049 | $183,516-23.1% | $155,534-9.3% | $145,884-3.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.90% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,837 | $5,315-65.4% | $4,675-60.7% | $4,662-60.6% |
| Participant deferral / active EE | $5,298 | $6,467-18.1% | $5,630-5.9% | $6,690-20.8% |
| Admin fee / account holder | $388 | $19,293-98.0% | $15,900-97.6% | $13,392-97.1% |