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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 | $96,136 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.41% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,914 | $4,804-60.2% | $4,554-58.0% | $4,156-54.0% |
| Participant deferral / active EE | $4,728 | $8,216-42.5% | $7,897-40.1% | $6,407-26.2% |
| Admin fee / account holder | $2,502 | $14,344-82.6% | $13,129-80.9% | $12,270-79.6% |