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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 | $220,295 | $212,386+3.7% | $199,883+10.2% | $138,895+58.6% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 10.90% | 47.75%-36.8pp | 43.81%-32.9pp | 145.39%-134.5pp |
| Employer contribution / active EE | $2,985 | $6,625-54.9% | $6,261-52.3% | $4,194-28.8% |
| Participant deferral / active EE | $6,030 | $9,617-37.3% | $9,138-34.0% | $6,396-5.7% |
| Admin fee / account holder | $5,783 | $18,233-68.3% | $17,268-66.5% | $12,562-54.0% |