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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 | $189,747 | $183,627+3.3% | $155,602+21.9% | $145,978+30.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 8.29% | 61.32%-53.0pp | 64.81%-56.5pp | 550.52%-542.2pp |
| Employer contribution / active EE | $10,787 | $5,316+102.9% | $4,675+130.7% | $4,662+131.4% |
| Participant deferral / active EE | $9,731 | $6,466+50.5% | $5,629+72.9% | $6,690+45.5% |
| Admin fee / account holder | $14,563 | $19,327-24.7% | $15,923-8.5% | $13,400+8.7% |