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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 | $89,572 | $154,228-41.9% | $145,433-38.4% | $137,256-34.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.39% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,662 | $4,804-44.6% | $4,554-41.6% | $4,156-36.0% |
| Participant deferral / active EE | $6,745 | $8,216-17.9% | $7,897-14.6% | $6,407+5.3% |
| Admin fee / account holder | $1,349 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |