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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 | $134,505 | $154,228-12.8% | $145,433-7.5% | $137,256-2.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.34% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,403 | $4,804+33.3% | $4,554+40.6% | $4,156+54.1% |
| Participant deferral / active EE | $14,717 | $8,216+79.1% | $7,897+86.4% | $6,407+129.7% |
| Admin fee / account holder | $34,612 | $14,344+141.3% | $13,129+163.6% | $12,270+182.1% |