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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 | $82,188 | $154,228-46.7% | $145,433-43.5% | $137,256-40.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 10.10% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,861 | $4,804-61.3% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $4,423 | $8,216-46.2% | $7,897-44.0% | $6,407-31.0% |
| Admin fee / account holder | $1,550 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |