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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 | $216,904 | $156,398+38.7% | $147,318+47.2% | $138,895+56.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 7.69% | 78.75%-71.1pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,020 | $4,853-58.4% | $4,593-56.0% | $4,194-51.8% |
| Participant deferral / active EE | $6,958 | $8,237-15.5% | $7,906-12.0% | $6,396+8.8% |
| Admin fee / account holder | $60,884 | $14,976+306.6% | $13,708+344.2% | $12,562+384.7% |