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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 | $156,398-6.6% | $147,318-0.8% | $138,895+5.2% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 11.74% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,795 | $4,853-42.4% | $4,593-39.1% | $4,194-33.4% |
| Participant deferral / active EE | $4,424 | $8,237-46.3% | $7,906-44.0% | $6,396-30.8% |
| Admin fee / account holder | $24,397 | $14,976+62.9% | $13,708+78.0% | $12,562+94.2% |