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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 | $152,181 | $183,516-17.1% | $155,534-2.2% | $145,884+4.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 7.63% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $3,658 | $5,315-31.2% | $4,675-21.8% | $4,662-21.5% |
| Participant deferral / active EE | $5,829 | $6,467-9.9% | $5,630+3.5% | $6,690-12.9% |
| Admin fee / account holder | $27,107 | $19,293+40.5% | $15,900+70.5% | $13,392+102.4% |