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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 | $132,214 | $156,398-15.5% | $147,318-10.3% | $138,895-4.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.77% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,350 | $4,853-51.6% | $4,593-48.8% | $4,194-44.0% |
| Participant deferral / active EE | $7,034 | $8,237-14.6% | $7,906-11.0% | $6,396+10.0% |
| Admin fee / account holder | $9,122 | $14,976-39.1% | $13,708-33.5% | $12,562-27.4% |