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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 | $148,545 | $176,838-16.0% | $146,685+1.3% | $167,518-11.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.88% | 24.04%-17.2pp | 22.75%-15.9pp | 478.71%-471.8pp |
| Employer contribution / active EE | $4,160 | $5,161-19.4% | $4,137+0.5% | $4,838-14.0% |
| Participant deferral / active EE | $9,731 | $6,441+51.1% | $5,507+76.7% | $6,342+53.4% |
| Admin fee / account holder | $10,583 | $13,262-20.2% | $10,281+2.9% | $12,312-14.0% |