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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 | $206,688 | $154,228+34.0% | $145,433+42.1% | $137,256+50.6% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 4.52% | 74.59%-70.1pp | 66.58%-62.1pp | 220.34%-215.8pp |
| Employer contribution / active EE | $5,641 | $4,804+17.4% | $4,554+23.9% | $4,156+35.7% |
| Participant deferral / active EE | $18,473 | $8,216+124.8% | $7,897+133.9% | $6,407+188.3% |
| Admin fee / account holder | $7,574 | $14,344-47.2% | $13,129-42.3% | $12,270-38.3% |