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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 | $158,013 | $162,136-2.5% | $152,301+3.8% | $154,746+2.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.67% | 91.02%-80.4pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $3,628 | $4,890-25.8% | $4,624-21.5% | $4,379-17.1% |
| Participant deferral / active EE | $5,322 | $8,341-36.2% | $8,004-33.5% | $6,730-20.9% |
| Admin fee / account holder | $4,479 | $15,759-71.6% | $14,398-68.9% | $14,365-68.8% |