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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 | $200,424 | $108,942+84.0% | $100,415+99.6% | $145,897+37.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.03% | 58.27%-49.2pp | 49.47%-40.4pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,816 | $4,422-13.7% | $3,943-3.2% | $4,663-18.2% |
| Participant deferral / active EE | $4,816 | $8,461-43.1% | $8,091-40.5% | $6,689-28.0% |
| Admin fee / account holder | $14,542 | $9,702+49.9% | $7,906+83.9% | $13,390+8.6% |