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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 | $162,099 | $154,228+5.1% | $145,433+11.5% | $137,256+18.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.31% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,097 | $4,804-56.3% | $4,554-54.0% | $4,156-49.5% |
| Participant deferral / active EE | $7,618 | $8,216-7.3% | $7,897-3.5% | $6,407+18.9% |
| Admin fee / account holder | $3,426 | $14,344-76.1% | $13,129-73.9% | $12,270-72.1% |