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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 | $146,714 | $90,538+62.0% | $88,457+65.9% | $154,746-5.2% |
| Participation rate | 95.0% | 80.9%+14.1pp | 78.6%+16.4pp | 80.7%+14.3pp |
| Annual return | 11.35% | 37.97%-26.6pp | 32.69%-21.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $4,142 | $4,914-15.7% | $4,681-11.5% | $4,379-5.4% |
| Participant deferral / active EE | $3,663 | $6,073-39.7% | $5,667-35.4% | $6,730-45.6% |
| Admin fee / account holder | $564 | $10,337-94.5% | $9,606-94.1% | $14,365-96.1% |