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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 | $182,674 | $156,398+16.8% | $147,318+24.0% | $138,895+31.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.30% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,147 | $4,853-55.8% | $4,593-53.3% | $4,194-48.8% |
| Participant deferral / active EE | $9,029 | $8,237+9.6% | $7,906+14.2% | $6,396+41.2% |
| Admin fee / account holder | $1,265 | $14,976-91.6% | $13,708-90.8% | $12,562-89.9% |