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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 | $228,259 | $209,336+9.0% | $197,124+15.8% | $137,256+66.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 10.85% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $8,671 | $6,591+31.6% | $6,227+39.2% | $4,156+108.6% |
| Participant deferral / active EE | $7,980 | $9,614-17.0% | $9,135-12.6% | $6,407+24.6% |
| Admin fee / account holder | $8,441 | $17,308-51.2% | $16,298-48.2% | $12,270-31.2% |