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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 | $133,891 | $154,228-13.2% | $145,433-7.9% | $137,256-2.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.41% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,520 | $4,804-26.7% | $4,554-22.7% | $4,156-15.3% |
| Participant deferral / active EE | $6,836 | $8,216-16.8% | $7,897-13.4% | $6,407+6.7% |
| Admin fee / account holder | $2,241 | $14,344-84.4% | $13,129-82.9% | $12,270-81.7% |