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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 | $139,223 | $111,535+24.8% | $105,223+32.3% | $137,256+1.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 10.14% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,457 | $3,939-37.6% | $3,689-33.4% | $4,156-40.9% |
| Participant deferral / active EE | $1,477 | $5,500-73.1% | $5,072-70.9% | $6,407-77.0% |
| Admin fee / account holder | $6,411 | $9,721-34.1% | $8,859-27.6% | $12,270-47.8% |