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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 | $111,332 | $100,970+10.3% | $96,576+15.3% | $137,256-18.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 10.08% | 38.16%-28.1pp | 38.47%-28.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,762 | $3,809-1.2% | $3,553+5.9% | $4,156-9.5% |
| Participant deferral / active EE | $5,874 | $8,286-29.1% | $7,956-26.2% | $6,407-8.3% |
| Admin fee / account holder | $4,159 | $11,312-63.2% | $11,381-63.5% | $12,270-66.1% |