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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 | $163,815 | $165,381-0.9% | $149,730+9.4% | $158,966+3.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 6.00% | 348.29%-342.3pp | 276.70%-270.7pp | 302.95%-297.0pp |
| Employer contribution / active EE | $1,419 | $5,104-72.2% | $4,645-69.5% | $4,762-70.2% |
| Participant deferral / active EE | $8,969 | $7,182+24.9% | $6,843+31.1% | $5,983+49.9% |
| Admin fee / account holder | $957 | $10,809-91.2% | $9,310-89.7% | $11,250-91.5% |