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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 | $205,712 | $156,398+31.5% | $147,318+39.6% | $138,895+48.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 10.86% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,182 | $8,237-37.1% | $7,906-34.5% | $6,396-19.0% |
| Admin fee / account holder | $632 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |