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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 | $202,560 | $162,136+24.9% | $152,301+33.0% | $154,746+30.9% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 11.05% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $4,593 | $4,890-6.1% | $4,624-0.7% | $4,379+4.9% |
| Participant deferral / active EE | $7,146 | $8,341-14.3% | $8,004-10.7% | $6,730+6.2% |
| Admin fee / account holder | $699 | $15,759-95.6% | $14,398-95.1% | $14,365-95.1% |