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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 | $122,971 | $155,555-20.9% | $146,866-16.3% | $155,188-20.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.5%+12.5pp | 80.8%+14.2pp |
| Annual return | 10.57% | 115.41%-104.8pp | 102.85%-92.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $7,984 | $4,647+71.8% | $4,425+80.5% | $4,248+88.0% |
| Participant deferral / active EE | $4,924 | $8,044-38.8% | $7,759-36.5% | $6,531-24.6% |
| Admin fee / account holder | $2,550 | $14,755-82.7% | $13,620-81.3% | $14,480-82.4% |