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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 | $181,062+25.4% | $158,223+43.5% | $155,188+46.4% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 5.36% | 57.39%-52.0pp | 52.09%-46.7pp | 148.84%-143.5pp |
| Employer contribution / active EE | $2,590 | $4,565-43.3% | $4,109-37.0% | $4,248-39.0% |
| Participant deferral / active EE | $8,241 | $6,134+34.3% | $5,467+50.7% | $6,531+26.2% |
| Admin fee / account holder | $1,509 | $18,825-92.0% | $16,047-90.6% | $14,480-89.6% |