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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 | $198,194 | $156,398+26.7% | $147,318+34.5% | $138,895+42.7% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 11.51% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,767 | $4,853-63.6% | $4,593-61.5% | $4,194-57.9% |
| Participant deferral / active EE | $5,167 | $8,237-37.3% | $7,906-34.7% | $6,396-19.2% |
| Admin fee / account holder | $6,050 | $14,976-59.6% | $13,708-55.9% | $12,562-51.8% |