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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 | $166,590 | $99,053+68.2% | $88,179+88.9% | $138,895+19.9% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.1%+4.2pp | 79.9%-6.6pp |
| Annual return | 10.25% | 78.17%-67.9pp | 64.97%-54.7pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,598 | $2,882-44.5% | $2,549-37.3% | $4,194-61.9% |
| Participant deferral / active EE | $6,393 | $5,225+22.4% | $4,614+38.6% | $6,3960% |
| Admin fee / account holder | $13,856 | $8,748+58.4% | $7,673+80.6% | $12,562+10.3% |