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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 | $185,877 | $156,398+18.8% | $147,318+26.2% | $138,895+33.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 10.18% | 78.75%-68.6pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,116 | $4,853-56.4% | $4,593-53.9% | $4,194-49.6% |
| Participant deferral / active EE | $6,464 | $8,237-21.5% | $7,906-18.2% | $6,396+1.1% |
| Admin fee / account holder | $11,863 | $14,976-20.8% | $13,708-13.5% | $12,562-5.6% |