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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 | $165,591 | $165,381+0.1% | $149,730+10.6% | $158,966+4.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 4.82% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,591 | $7,182+5.7% | $6,843+10.9% | $5,983+26.9% |
| Admin fee / account holder | $1,524 | $10,809-85.9% | $9,310-83.6% | $11,250-86.4% |