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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 | $135,342 | $174,379-22.4% | $152,093-11.0% | $138,895-2.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 10.82% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,758 | $4,652-40.7% | $4,175-33.9% | $4,194-34.2% |
| Participant deferral / active EE | $6,587 | $6,159+7.0% | $5,451+20.8% | $6,396+3.0% |
| Admin fee / account holder | $1,497 | $16,880-91.1% | $14,497-89.7% | $12,562-88.1% |