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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 | $243,165 | $178,174+36.5% | $156,181+55.7% | $137,256+77.2% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 8.66% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,925 | $4,972-61.3% | $4,294-55.2% | $4,156-53.7% |
| Participant deferral / active EE | $3,848 | $6,888-44.1% | $6,132-37.2% | $6,407-39.9% |
| Admin fee / account holder | $20,173 | $17,404+15.9% | $14,586+38.3% | $12,270+64.4% |