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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 | $161,492 | $156,398+3.3% | $147,318+9.6% | $138,895+16.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 11.86% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,933 | $4,853-60.2% | $4,593-57.9% | $4,194-53.9% |
| Participant deferral / active EE | $11,337 | $8,237+37.6% | $7,906+43.4% | $6,396+77.2% |
| Admin fee / account holder | $312 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |