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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 | $200,649 | $172,111+16.6% | $150,298+33.5% | $137,256+46.2% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 10.68% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,323 | $4,636-28.3% | $4,154-20.0% | $4,156-20.0% |
| Participant deferral / active EE | $5,971 | $6,166-3.2% | $5,453+9.5% | $6,407-6.8% |
| Admin fee / account holder | $3,458 | $16,471-79.0% | $14,116-75.5% | $12,270-71.8% |