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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 | $203,228 | $154,228+31.8% | $145,433+39.7% | $137,256+48.1% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 11.03% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,597 | $4,804-4.3% | $4,554+0.9% | $4,156+10.6% |
| Participant deferral / active EE | $7,898 | $8,216-3.9% | $7,8970% | $6,407+23.3% |
| Admin fee / account holder | $1,093 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |