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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 | $127,420 | $156,398-18.5% | $147,318-13.5% | $138,895-8.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.96% | 78.75%-68.8pp | 70.43%-60.5pp | 145.39%-135.4pp |
| Employer contribution / active EE | $5,213 | $4,853+7.4% | $4,593+13.5% | $4,194+24.3% |
| Participant deferral / active EE | $16,755 | $8,237+103.4% | $7,906+111.9% | $6,396+161.9% |
| Admin fee / account holder | $11,245 | $14,976-24.9% | $13,708-18.0% | $12,562-10.5% |