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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 | $109,044 | $148,582-26.6% | $135,942-19.8% | $139,456-21.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.18% | 79.26%-70.1pp | 68.28%-59.1pp | 373.45%-364.3pp |
| Employer contribution / active EE | $4,680 | $5,245-10.8% | $4,858-3.7% | $4,753-1.5% |
| Participant deferral / active EE | $5,481 | $8,101-32.3% | $7,759-29.4% | $6,711-18.3% |
| Admin fee / account holder | $19,062 | $12,402+53.7% | $10,764+77.1% | $11,407+67.1% |