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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 | $132,663 | $132,6340% | $115,768+14.6% | $137,256-3.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 9.43% | 160.70%-151.3pp | 100.46%-91.0pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,579 | $3,360-53.0% | $2,940-46.3% | $4,156-62.0% |
| Participant deferral / active EE | $9,430 | $5,619+67.8% | $4,917+91.8% | $6,407+47.2% |
| Admin fee / account holder | $25,387 | $15,028+68.9% | $12,439+104.1% | $12,270+106.9% |