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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 | $185,372 | $172,111+7.7% | $150,298+23.3% | $137,256+35.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.75% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,570 | $4,636-66.1% | $4,154-62.2% | $4,156-62.2% |
| Participant deferral / active EE | $8,487 | $6,166+37.6% | $5,453+55.6% | $6,407+32.5% |
| Admin fee / account holder | $20,299 | $16,471+23.2% | $14,116+43.8% | $12,270+65.4% |