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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 | $142,034 | $154,228-7.9% | $145,433-2.3% | $137,256+3.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 9.08% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $4,323 | $4,804-10.0% | $4,554-5.1% | $4,156+4.0% |
| Participant deferral / active EE | $10,206 | $8,216+24.2% | $7,897+29.2% | $6,407+59.3% |
| Admin fee / account holder | $450 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |