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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 | $244,287 | $99,053+146.6% | $88,179+177.0% | $138,895+75.9% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.1%+0.9pp | 79.9%-9.9pp |
| Annual return | 10.11% | 78.17%-68.1pp | 64.97%-54.9pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,068 | $2,882-28.2% | $2,549-18.9% | $4,194-50.7% |
| Participant deferral / active EE | $4,320 | $5,225-17.3% | $4,614-6.4% | $6,396-32.5% |
| Admin fee / account holder | $2,707 | $8,748-69.1% | $7,673-64.7% | $12,562-78.5% |