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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 | $144,632 | $136,860+5.7% | $120,344+20.2% | $154,746-6.5% |
| Participation rate | 76.5% | 79.9%-3.4pp | 76.7%-0.2pp | 80.7%-4.2pp |
| Annual return | 8.00% | 21.38%-13.4pp | 20.30%-12.3pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,292 | $5,793-43.2% | $5,135-35.9% | $6,730-51.1% |
| Admin fee / account holder | $14,496 | $15,393-5.8% | $12,742+13.8% | $14,365+0.9% |