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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 | $165,203 | $178,174-7.3% | $156,181+5.8% | $137,256+20.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 4.91% | 84.19%-79.3pp | 64.87%-60.0pp | 220.34%-215.4pp |
| Employer contribution / active EE | $2,461 | $4,972-50.5% | $4,294-42.7% | $4,156-40.8% |
| Participant deferral / active EE | $4,451 | $6,888-35.4% | $6,132-27.4% | $6,407-30.5% |
| Admin fee / account holder | $33,861 | $17,404+94.6% | $14,586+132.1% | $12,270+176.0% |