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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 | $244,353 | $148,629+64.4% | $135,982+79.7% | $139,487+75.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 9.52% | 79.33%-69.8pp | 68.32%-58.8pp | 373.84%-364.3pp |
| Employer contribution / active EE | $1,877 | $5,247-64.2% | $4,859-61.4% | $4,755-60.5% |
| Participant deferral / active EE | $15,678 | $8,102+93.5% | $7,760+102.0% | $6,713+133.6% |
| Admin fee / account holder | $849 | $12,406-93.2% | $10,767-92.1% | $11,407-92.6% |