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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 | $210,989 | $154,228+36.8% | $145,433+45.1% | $137,256+53.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 11.14% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,310 | $4,804-72.7% | $4,554-71.2% | $4,156-68.5% |
| Participant deferral / active EE | $3,449 | $8,216-58.0% | $7,897-56.3% | $6,407-46.2% |
| Admin fee / account holder | $2,768 | $14,344-80.7% | $13,129-78.9% | $12,270-77.4% |