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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 | $97,378 | $154,228-36.9% | $145,433-33.0% | $137,256-29.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.34% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,594 | $4,804-66.8% | $4,554-65.0% | $4,156-61.7% |
| Participant deferral / active EE | $6,622 | $8,216-19.4% | $7,897-16.1% | $6,407+3.4% |
| Admin fee / account holder | $7,355 | $14,344-48.7% | $13,129-44.0% | $12,270-40.1% |