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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 | $153,755 | $162,136-5.2% | $152,301+1.0% | $154,746-0.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 10.95% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $5,432 | $4,890+11.1% | $4,624+17.5% | $4,379+24.0% |
| Participant deferral / active EE | $10,618 | $8,341+27.3% | $8,004+32.7% | $6,730+57.8% |
| Admin fee / account holder | $9,437 | $15,759-40.1% | $14,398-34.5% | $14,365-34.3% |