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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 | $188,009 | $178,174+5.5% | $156,181+20.4% | $137,256+37.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 7.14% | 84.19%-77.0pp | 64.87%-57.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,059 | $4,972-58.6% | $4,294-52.0% | $4,156-50.5% |
| Participant deferral / active EE | $2,400 | $6,888-65.2% | $6,132-60.9% | $6,407-62.5% |
| Admin fee / account holder | $2,209 | $17,404-87.3% | $14,586-84.9% | $12,270-82.0% |