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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 | $182,001 | $162,136+12.3% | $152,301+19.5% | $154,746+17.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.41% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,456 | $4,890-49.8% | $4,624-46.9% | $4,379-43.9% |
| Participant deferral / active EE | $3,778 | $8,341-54.7% | $8,004-52.8% | $6,730-43.9% |
| Admin fee / account holder | $2,641 | $15,759-83.2% | $14,398-81.7% | $14,365-81.6% |