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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 | $225,031 | $148,629+51.4% | $135,982+65.5% | $139,487+61.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 10.88% | 79.33%-68.4pp | 68.32%-57.4pp | 373.84%-363.0pp |
| Employer contribution / active EE | $1,419 | $5,247-72.9% | $4,859-70.8% | $4,755-70.1% |
| Participant deferral / active EE | $11,989 | $8,102+48.0% | $7,760+54.5% | $6,713+78.6% |
| Admin fee / account holder | $801 | $12,406-93.5% | $10,767-92.6% | $11,407-93.0% |