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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 | $182,040 | $154,228+18.0% | $145,433+25.2% | $137,256+32.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.82% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,278 | $4,804+30.7% | $4,554+37.8% | $4,156+51.1% |
| Participant deferral / active EE | $8,046 | $8,216-2.1% | $7,897+1.9% | $6,407+25.6% |
| Admin fee / account holder | $1,552 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |