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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 | $156,398+20.5% | $147,318+27.9% | $138,895+35.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 10.79% | 78.75%-68.0pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,460 | $4,853-69.9% | $4,593-68.2% | $4,194-65.2% |
| Participant deferral / active EE | $9,799 | $8,237+19.0% | $7,906+23.9% | $6,396+53.2% |
| Admin fee / account holder | $10,131 | $14,976-32.4% | $13,708-26.1% | $12,562-19.4% |