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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 | $228,259 | $212,386+7.5% | $199,883+14.2% | $138,895+64.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 10.85% | 47.75%-36.9pp | 43.81%-33.0pp | 145.39%-134.5pp |
| Employer contribution / active EE | $8,671 | $6,625+30.9% | $6,261+38.5% | $4,194+106.7% |
| Participant deferral / active EE | $7,980 | $9,617-17.0% | $9,138-12.7% | $6,396+24.8% |
| Admin fee / account holder | $8,441 | $18,233-53.7% | $17,268-51.1% | $12,562-32.8% |