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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 | $154,303 | $156,398-1.3% | $147,318+4.7% | $138,895+11.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 11.56% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $4,357 | $4,853-10.2% | $4,593-5.1% | $4,194+3.9% |
| Participant deferral / active EE | $8,465 | $8,237+2.8% | $7,906+7.1% | $6,396+32.3% |
| Admin fee / account holder | $18,617 | $14,976+24.3% | $13,708+35.8% | $12,562+48.2% |