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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 | $170,108 | $178,174-4.5% | $156,181+8.9% | $137,256+23.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 7.20% | 84.19%-77.0pp | 64.87%-57.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $4,665 | $4,972-6.2% | $4,294+8.6% | $4,156+12.3% |
| Participant deferral / active EE | $14,233 | $6,888+106.6% | $6,132+132.1% | $6,407+122.2% |
| Admin fee / account holder | $1,823 | $17,404-89.5% | $14,586-87.5% | $12,270-85.1% |