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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 | $190,601 | $114,119+67.0% | $107,187+77.8% | $138,895+37.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 9.44% | 273.21%-263.8pp | 204.55%-195.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $2,581 | $4,059-36.4% | $3,782-31.8% | $4,194-38.5% |
| Participant deferral / active EE | $9,633 | $5,538+73.9% | $5,096+89.0% | $6,396+50.6% |
| Admin fee / account holder | $13,665 | $10,024+36.3% | $9,162+49.1% | $12,562+8.8% |