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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 | $222,936 | $114,119+95.4% | $107,187+108.0% | $138,895+60.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 11.17% | 273.21%-262.0pp | 204.55%-193.4pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,991 | $4,059-51.0% | $3,782-47.4% | $4,194-52.5% |
| Participant deferral / active EE | $6,731 | $5,538+21.6% | $5,096+32.1% | $6,396+5.2% |
| Admin fee / account holder | $1,009 | $10,024-89.9% | $9,162-89.0% | $12,562-92.0% |