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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 | $184,302 | $129,737+42.1% | $119,126+54.7% | $154,746+19.1% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 7.73% | 379.08%-371.3pp | 282.11%-274.4pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,337 | $4,375-46.6% | $4,034-42.1% | $4,379-46.6% |
| Participant deferral / active EE | $5,222 | $5,842-10.6% | $5,318-1.8% | $6,730-22.4% |
| Admin fee / account holder | $1,181 | $11,961-90.1% | $10,693-89.0% | $14,365-91.8% |