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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 | $82,971 | $154,228-46.2% | $145,433-42.9% | $137,256-39.6% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 11.24% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,220 | $4,804-53.8% | $4,554-51.3% | $4,156-46.6% |
| Participant deferral / active EE | $5,504 | $8,216-33.0% | $7,897-30.3% | $6,407-14.1% |
| Admin fee / account holder | $5,115 | $14,344-64.3% | $13,129-61.0% | $12,270-58.3% |