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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 | $193,363 | $154,228+25.4% | $145,433+33.0% | $137,256+40.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.13% | 74.59%-62.5pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,372 | $4,804-50.6% | $4,554-47.9% | $4,156-42.9% |
| Participant deferral / active EE | $8,800 | $8,216+7.1% | $7,897+11.4% | $6,407+37.4% |
| Admin fee / account holder | $1,465 | $14,344-89.8% | $13,129-88.8% | $12,270-88.1% |