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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 | $213,056 | $154,228+38.1% | $145,433+46.5% | $137,256+55.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.15% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,111 | $4,804-35.2% | $4,554-31.7% | $4,156-25.2% |
| Participant deferral / active EE | $7,818 | $8,216-4.8% | $7,897-1.0% | $6,407+22.0% |
| Admin fee / account holder | $969 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |