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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 | $213,961 | $154,228+38.7% | $145,433+47.1% | $137,256+55.9% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 7.70% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,397 | $8,216-22.1% | $7,897-19.0% | $6,407-0.2% |
| Admin fee / account holder | $7,672 | $14,344-46.5% | $13,129-41.6% | $12,270-37.5% |