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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 | $107,879 | $156,398-31.0% | $147,318-26.8% | $138,895-22.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 10.98% | 78.75%-67.8pp | 70.43%-59.5pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,128 | $4,853-35.6% | $4,593-31.9% | $4,194-25.4% |
| Participant deferral / active EE | $13,721 | $8,237+66.6% | $7,906+73.5% | $6,396+114.5% |
| Admin fee / account holder | $531 | $14,976-96.5% | $13,708-96.1% | $12,562-95.8% |