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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 | $221,457 | $111,535+98.6% | $105,223+110.5% | $137,256+61.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 10.22% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,433 | $3,939-38.2% | $3,689-34.0% | $4,156-41.5% |
| Participant deferral / active EE | $9,893 | $5,500+79.9% | $5,072+95.1% | $6,407+54.4% |
| Admin fee / account holder | $4,070 | $9,721-58.1% | $8,859-54.1% | $12,270-66.8% |