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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 | $188,442 | $154,228+22.2% | $145,433+29.6% | $137,256+37.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.79% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,460 | $4,804-69.6% | $4,554-67.9% | $4,156-64.9% |
| Participant deferral / active EE | $9,799 | $8,216+19.3% | $7,897+24.1% | $6,407+52.9% |
| Admin fee / account holder | $10,131 | $14,344-29.4% | $13,129-22.8% | $12,270-17.4% |