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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 | $239,230 | $172,111+39.0% | $150,298+59.2% | $137,256+74.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 10.05% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,192 | $4,636-74.3% | $4,154-71.3% | $4,156-71.3% |
| Participant deferral / active EE | $5,078 | $6,166-17.6% | $5,453-6.9% | $6,407-20.7% |
| Admin fee / account holder | $1,858 | $16,471-88.7% | $14,116-86.8% | $12,270-84.9% |