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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 | $166,773 | $183,592-9.2% | $155,574+7.2% | $145,877+14.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.11% | 61.37%-55.3pp | 64.87%-58.8pp | 551.28%-545.2pp |
| Employer contribution / active EE | $2,213 | $5,317-58.4% | $4,676-52.7% | $4,663-52.5% |
| Participant deferral / active EE | $7,621 | $6,466+17.9% | $5,629+35.4% | $6,691+13.9% |
| Admin fee / account holder | $3,310 | $19,316-82.9% | $15,914-79.2% | $13,402-75.3% |