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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 | $227,123 | $174,379+30.2% | $152,093+49.3% | $138,895+63.5% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 5.36% | 74.86%-69.5pp | 66.36%-61.0pp | 145.39%-140.0pp |
| Employer contribution / active EE | $2,590 | $4,652-44.3% | $4,175-38.0% | $4,194-38.3% |
| Participant deferral / active EE | $8,241 | $6,159+33.8% | $5,451+51.2% | $6,396+28.8% |
| Admin fee / account holder | $1,509 | $16,880-91.1% | $14,497-89.6% | $12,562-88.0% |