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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 | $154,228-23.6% | $145,433-19.0% | $137,256-14.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 11.56% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,563 | $4,804-5.0% | $4,554+0.2% | $4,156+9.8% |
| Participant deferral / active EE | $11,656 | $8,216+41.9% | $7,897+47.6% | $6,407+81.9% |
| Admin fee / account holder | $8,115 | $14,344-43.4% | $13,129-38.2% | $12,270-33.9% |