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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 | $166,042 | $103,393+60.6% | $87,103+90.6% | $152,909+8.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 3.43% | 28.10%-24.7pp | 28.19%-24.8pp | 345.46%-342.0pp |
| Employer contribution / active EE | $3,006 | $3,221-6.7% | $2,521+19.2% | $4,764-36.9% |
| Participant deferral / active EE | $4,807 | $4,778+0.6% | $4,049+18.7% | $5,851-17.8% |
| Admin fee / account holder | $12,148 | $12,195-0.4% | $7,491+62.2% | $11,601+4.7% |