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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 | $190,097 | $111,535+70.4% | $105,223+80.7% | $137,256+38.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 5.68% | 237.85%-232.2pp | 180.65%-175.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,693 | $3,939-31.6% | $3,689-27.0% | $4,156-35.2% |
| Participant deferral / active EE | $7,005 | $5,500+27.4% | $5,072+38.1% | $6,407+9.3% |
| Admin fee / account holder | $1,056 | $9,721-89.1% | $8,859-88.1% | $12,270-91.4% |