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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 | $108,530 | $154,228-29.6% | $145,433-25.4% | $137,256-20.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 10.61% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,352 | $4,804-51.0% | $4,554-48.4% | $4,156-43.4% |
| Participant deferral / active EE | $4,622 | $8,216-43.7% | $7,897-41.5% | $6,407-27.9% |
| Admin fee / account holder | $18,027 | $14,344+25.7% | $13,129+37.3% | $12,270+46.9% |