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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 | $110,360 | $154,228-28.4% | $145,433-24.1% | $137,256-19.6% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 12.39% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,025 | $4,804-37.0% | $4,554-33.6% | $4,156-27.2% |
| Participant deferral / active EE | $7,526 | $8,216-8.4% | $7,897-4.7% | $6,407+17.5% |
| Admin fee / account holder | $10,592 | $14,344-26.2% | $13,129-19.3% | $12,270-13.7% |