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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 | $127,945 | $148,629-13.9% | $135,982-5.9% | $139,487-8.3% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 12.09% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.8pp |
| Employer contribution / active EE | $3,726 | $5,247-29.0% | $4,859-23.3% | $4,755-21.6% |
| Participant deferral / active EE | $14,132 | $8,102+74.4% | $7,760+82.1% | $6,713+110.5% |
| Admin fee / account holder | $2,325 | $12,406-81.3% | $10,767-78.4% | $11,407-79.6% |