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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 | $198,908 | $72,071+176.0% | $68,368+190.9% | $137,256+44.9% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.0%+6.4pp |
| Annual return | 11.19% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,625 | $2,788+30.0% | $2,649+36.9% | $4,156-12.8% |
| Participant deferral / active EE | $10,027 | $4,410+127.4% | $4,123+143.2% | $6,407+56.5% |
| Admin fee / account holder | $514 | $5,336-90.4% | $5,150-90.0% | $12,270-95.8% |