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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 | $117,841 | $156,398-24.7% | $147,318-20.0% | $138,895-15.2% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 11.56% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $4,563 | $4,853-6.0% | $4,593-0.7% | $4,194+8.8% |
| Participant deferral / active EE | $11,656 | $8,237+41.5% | $7,906+47.4% | $6,396+82.2% |
| Admin fee / account holder | $8,115 | $14,976-45.8% | $13,708-40.8% | $12,562-35.4% |