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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 | $112,274 | $148,623-24.5% | $135,974-17.4% | $139,466-19.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.08% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $4,505 | $5,246-14.1% | $4,859-7.3% | $4,754-5.2% |
| Participant deferral / active EE | $13,701 | $8,103+69.1% | $7,760+76.6% | $6,712+104.1% |
| Admin fee / account holder | $9,756 | $12,406-21.4% | $10,767-9.4% | $11,409-14.5% |