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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 | $203,076 | $157,304+29.1% | $141,197+43.8% | $152,909+32.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 11.85% | 64.34%-52.5pp | 71.41%-59.6pp | 345.46%-333.6pp |
| Employer contribution / active EE | $3,412 | $5,263-35.2% | $4,736-28.0% | $4,764-28.4% |
| Participant deferral / active EE | $9,104 | $7,111+28.0% | $6,710+35.7% | $5,851+55.6% |
| Admin fee / account holder | $4,938 | $12,126-59.3% | $10,265-51.9% | $11,601-57.4% |