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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 | $198,711 | $162,136+22.6% | $152,301+30.5% | $154,746+28.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 10.65% | 91.02%-80.4pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $3,789 | $4,890-22.5% | $4,624-18.1% | $4,379-13.5% |
| Participant deferral / active EE | $8,318 | $8,341-0.3% | $8,004+3.9% | $6,730+23.6% |
| Admin fee / account holder | $12,482 | $15,759-20.8% | $14,398-13.3% | $14,365-13.1% |