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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 | $163,610 | $157,304+4.0% | $141,197+15.9% | $152,909+7.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 3.92% | 64.34%-60.4pp | 71.41%-67.5pp | 345.46%-341.5pp |
| Employer contribution / active EE | $2,682 | $5,263-49.0% | $4,736-43.4% | $4,764-43.7% |
| Participant deferral / active EE | $6,209 | $7,111-12.7% | $6,710-7.5% | $5,851+6.1% |
| Admin fee / account holder | $9,060 | $12,126-25.3% | $10,265-11.7% | $11,601-21.9% |