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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 | $162,136+16.2% | $152,301+23.7% | $154,746+21.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 10.79% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.6pp |
| Employer contribution / active EE | $1,460 | $4,890-70.1% | $4,624-68.4% | $4,379-66.7% |
| Participant deferral / active EE | $9,799 | $8,341+17.5% | $8,004+22.4% | $6,730+45.6% |
| Admin fee / account holder | $10,131 | $15,759-35.7% | $14,398-29.6% | $14,365-29.5% |