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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 | $222,511 | $154,228+44.3% | $145,433+53.0% | $137,256+62.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 9.92% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $4,401 | $4,804-8.4% | $4,554-3.4% | $4,156+5.9% |
| Participant deferral / active EE | $13,236 | $8,216+61.1% | $7,897+67.6% | $6,407+106.6% |
| Admin fee / account holder | $564 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |