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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 | $69,752 | $154,228-54.8% | $145,433-52.0% | $137,256-49.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 9.28% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $889 | $4,804-81.5% | $4,554-80.5% | $4,156-78.6% |
| Participant deferral / active EE | $6,422 | $8,216-21.8% | $7,897-18.7% | $6,407+0.2% |
| Admin fee / account holder | $11,734 | $14,344-18.2% | $13,129-10.6% | $12,270-4.4% |