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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 | $238,520 | $154,228+54.7% | $145,433+64.0% | $137,256+73.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 11.98% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $867 | $4,804-82.0% | $4,554-81.0% | $4,156-79.1% |
| Participant deferral / active EE | $5,972 | $8,216-27.3% | $7,897-24.4% | $6,407-6.8% |
| Admin fee / account holder | $8,274 | $14,344-42.3% | $13,129-37.0% | $12,270-32.6% |