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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 | $81,713 | $154,228-47.0% | $145,433-43.8% | $137,256-40.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.41% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,081 | $4,804-35.9% | $4,554-32.4% | $4,156-25.9% |
| Participant deferral / active EE | $8,677 | $8,216+5.6% | $7,897+9.9% | $6,407+35.4% |
| Admin fee / account holder | $5,700 | $14,344-60.3% | $13,129-56.6% | $12,270-53.5% |