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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 | $151,235 | $156,398-3.3% | $147,318+2.7% | $138,895+8.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 10.52% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,641 | $4,853-66.2% | $4,593-64.3% | $4,194-60.9% |
| Participant deferral / active EE | $4,302 | $8,237-47.8% | $7,906-45.6% | $6,396-32.7% |
| Admin fee / account holder | $53,241 | $14,976+255.5% | $13,708+288.4% | $12,562+323.8% |