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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 | $154,228+28.8% | $145,433+36.6% | $137,256+44.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.65% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,789 | $4,804-21.1% | $4,554-16.8% | $4,156-8.8% |
| Participant deferral / active EE | $8,318 | $8,216+1.2% | $7,897+5.3% | $6,407+29.8% |
| Admin fee / account holder | $12,482 | $14,344-13.0% | $13,129-4.9% | $12,270+1.7% |