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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 | $181,705 | $152,612+19.1% | $125,192+45.1% | $152,897+18.8% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 8.86% | 54.85%-46.0pp | 43.79%-34.9pp | 345.43%-336.6pp |
| Employer contribution / active EE | $4,277 | $4,947-13.5% | $3,866+10.6% | $4,764-10.2% |
| Participant deferral / active EE | $8,618 | $5,868+46.9% | $4,937+74.5% | $5,851+47.3% |
| Admin fee / account holder | $4,671 | $13,437-65.2% | $9,704-51.9% | $11,599-59.7% |