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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 | $136,769 | $162,136-15.6% | $152,301-10.2% | $154,746-11.6% |
| Participation rate | 78.3% | 84.1%-5.8pp | 82.4%-4.2pp | 80.7%-2.4pp |
| Annual return | 10.42% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $5,197 | $4,890+6.3% | $4,624+12.4% | $4,379+18.7% |
| Participant deferral / active EE | $8,440 | $8,341+1.2% | $8,004+5.5% | $6,730+25.4% |
| Admin fee / account holder | $22,021 | $15,759+39.7% | $14,398+52.9% | $14,365+53.3% |