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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 | $147,344 | $156,398-5.8% | $147,3180% | $138,895+6.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 11.38% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,621 | $4,853-46.0% | $4,593-42.9% | $4,194-37.5% |
| Participant deferral / active EE | $8,255 | $8,237+0.2% | $7,906+4.4% | $6,396+29.1% |
| Admin fee / account holder | $25,567 | $14,976+70.7% | $13,708+86.5% | $12,562+103.5% |