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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 | $243,165 | $199,109+22.1% | $173,730+40.0% | $154,746+57.1% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.6%-6.8pp | 80.7%-8.0pp |
| Annual return | 8.66% | 20.02%-11.4pp | 19.96%-11.3pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,925 | $5,311-63.8% | $4,577-57.9% | $4,379-56.0% |
| Participant deferral / active EE | $3,848 | $7,113-45.9% | $6,326-39.2% | $6,730-42.8% |
| Admin fee / account holder | $20,173 | $20,916-3.6% | $17,523+15.1% | $14,365+40.4% |