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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 | $185,877 | $155,555+19.5% | $146,866+26.6% | $155,188+19.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 10.18% | 115.41%-105.2pp | 102.85%-92.7pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,116 | $4,647-54.5% | $4,425-52.2% | $4,248-50.2% |
| Participant deferral / active EE | $6,464 | $8,044-19.7% | $7,759-16.7% | $6,531-1.0% |
| Admin fee / account holder | $11,863 | $14,755-19.6% | $13,620-12.9% | $14,480-18.1% |