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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 | $233,402 | $183,592+27.1% | $155,574+50.0% | $145,877+60.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.25% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,050 | $5,317-80.2% | $4,676-77.5% | $4,663-77.5% |
| Participant deferral / active EE | $7,506 | $6,466+16.1% | $5,629+33.3% | $6,691+12.2% |
| Admin fee / account holder | $1,568 | $19,316-91.9% | $15,914-90.1% | $13,402-88.3% |