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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 | $114,515 | $154,228-25.7% | $145,433-21.3% | $137,256-16.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.41% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,307 | $4,804-72.8% | $4,554-71.3% | $4,156-68.6% |
| Participant deferral / active EE | $4,180 | $8,216-49.1% | $7,897-47.1% | $6,407-34.8% |
| Admin fee / account holder | $4,716 | $14,344-67.1% | $13,129-64.1% | $12,270-61.6% |