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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 | $215,372 | $148,629+44.9% | $135,982+58.4% | $139,487+54.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.04% | 79.33%-67.3pp | 68.32%-56.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $1,054 | $5,247-79.9% | $4,859-78.3% | $4,755-77.8% |
| Participant deferral / active EE | $10,075 | $8,102+24.3% | $7,760+29.8% | $6,713+50.1% |
| Admin fee / account holder | $2,789 | $12,406-77.5% | $10,767-74.1% | $11,407-75.6% |