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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 | $217,337 | $162,136+34.0% | $152,301+42.7% | $154,746+40.4% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 10.78% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $4,117 | $4,890-15.8% | $4,624-11.0% | $4,379-6.0% |
| Participant deferral / active EE | $11,844 | $8,341+42.0% | $8,004+48.0% | $6,730+76.0% |
| Admin fee / account holder | $39,366 | $15,759+149.8% | $14,398+173.4% | $14,365+174.0% |