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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 | $146,990 | $181,062-18.8% | $158,223-7.1% | $155,188-5.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 7.21% | 57.39%-50.2pp | 52.09%-44.9pp | 148.84%-141.6pp |
| Employer contribution / active EE | $1,690 | $4,565-63.0% | $4,109-58.9% | $4,248-60.2% |
| Participant deferral / active EE | $6,618 | $6,134+7.9% | $5,467+21.0% | $6,531+1.3% |
| Admin fee / account holder | $1,014 | $18,825-94.6% | $16,047-93.7% | $14,480-93.0% |