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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 | $220,703 | $178,174+23.9% | $156,181+41.3% | $137,256+60.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 9.16% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,557 | $4,972-48.6% | $4,294-40.5% | $4,156-38.5% |
| Participant deferral / active EE | $10,070 | $6,888+46.2% | $6,132+64.2% | $6,407+57.2% |
| Admin fee / account holder | $2,858 | $17,404-83.6% | $14,586-80.4% | $12,270-76.7% |