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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 | $193,904 | $181,062+7.1% | $158,223+22.6% | $155,188+24.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 5.79% | 57.39%-51.6pp | 52.09%-46.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $4,789 | $4,565+4.9% | $4,109+16.6% | $4,248+12.7% |
| Participant deferral / active EE | $4,612 | $6,134-24.8% | $5,467-15.6% | $6,531-29.4% |
| Admin fee / account holder | $11,485 | $18,825-39.0% | $16,047-28.4% | $14,480-20.7% |