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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 | $152,812 | $156,398-2.3% | $147,318+3.7% | $138,895+10.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 11.77% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $4,015 | $4,853-17.3% | $4,593-12.6% | $4,194-4.3% |
| Participant deferral / active EE | $7,705 | $8,237-6.5% | $7,906-2.5% | $6,396+20.5% |
| Admin fee / account holder | $14,721 | $14,976-1.7% | $13,708+7.4% | $12,562+17.2% |