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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 | $166,899 | $156,398+6.7% | $147,318+13.3% | $138,895+20.2% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 12.04% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,635 | $4,853-66.3% | $4,593-64.4% | $4,194-61.0% |
| Participant deferral / active EE | $4,127 | $8,237-49.9% | $7,906-47.8% | $6,396-35.5% |
| Admin fee / account holder | $1,105 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |