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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 | $208,281 | $154,228+35.0% | $145,433+43.2% | $137,256+51.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.03% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,994 | $4,804-37.7% | $4,554-34.3% | $4,156-28.0% |
| Participant deferral / active EE | $3,742 | $8,216-54.5% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $23,024 | $14,344+60.5% | $13,129+75.4% | $12,270+87.6% |