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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 | $159,159 | $114,119+39.5% | $107,187+48.5% | $138,895+14.6% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 79.9%-1.7pp |
| Annual return | 11.08% | 273.21%-262.1pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,162 | $4,059-22.1% | $3,782-16.4% | $4,194-24.6% |
| Participant deferral / active EE | $7,325 | $5,538+32.3% | $5,096+43.7% | $6,396+14.5% |
| Admin fee / account holder | $16,841 | $10,024+68.0% | $9,162+83.8% | $12,562+34.1% |