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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 | $146,134 | $154,228-5.2% | $145,433+0.5% | $137,256+6.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 11.74% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,795 | $4,804-41.8% | $4,554-38.6% | $4,156-32.7% |
| Participant deferral / active EE | $4,424 | $8,216-46.2% | $7,897-44.0% | $6,407-31.0% |
| Admin fee / account holder | $24,397 | $14,344+70.1% | $13,129+85.8% | $12,270+98.8% |