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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 | $190,425 | $172,111+10.6% | $150,298+26.7% | $137,256+38.7% |
| Participation rate | 70.8% | 81.7%-10.9pp | 77.8%-6.9pp | 80.0%-9.1pp |
| Annual return | 10.15% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,889 | $4,636-59.2% | $4,154-54.5% | $4,156-54.5% |
| Participant deferral / active EE | $3,505 | $6,166-43.2% | $5,453-35.7% | $6,407-45.3% |
| Admin fee / account holder | $21,955 | $16,471+33.3% | $14,116+55.5% | $12,270+78.9% |